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Andrew C. Karlinski’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Andrew C. Karlinski’s Portfolio FUTY Stock Details FUTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-90
Closed -$4K – 78
2022
Q3 		$4K Hold
90
– – 0.01% 189
2022
Q2 		$4K Hold
90
– – 0.01% 213
2022
Q1 		$4K Buy
+90
New +$4.03K 0.01% 217

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GWA
Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Andrew C. Karlinski's FUTY Position: Q4 2022 in Review

Andrew C. Karlinski sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2022, closing a stake of 90 shares — an estimated $4K sold.

Andrew C. Karlinski first reported a position in FUTY in Q1 2022 and held it in 3 quarters. The position peaked at $4K in Q3 2022. 175 funds tracked by Wall St. Rank hold FUTY as of Q4 2022.

  • Andrew C. Karlinski reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 90 Fidelity MSCI Utilities Index ETF shares in Q4 2022, an estimated $4K.
  • Andrew C. Karlinski first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2022 and held it in 3 quarters.
  • Andrew C. Karlinski's Fidelity MSCI Utilities Index ETF position peaked at $4K in Q3 2022.
  • 175 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.