Atlas Private Wealth Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Atlas Private Wealth Advisors’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
2021 Q4	–	Sell	-56	Closed	-$2K	–	352
2021 Q3	$2K	Buy	+56	New	+$2.42K	﹤0.01%	666

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Atlas Private Wealth Advisors's FUTY Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2021, closing a stake of 56 shares — an estimated $2K sold.

Atlas Private Wealth Advisors first reported a position in FUTY in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 151 funds tracked by Wall St. Rank hold FUTY as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 56 Fidelity MSCI Utilities Index ETF shares in Q4 2021, an estimated $2K.
Atlas Private Wealth Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2021 and held it in 1 quarter.
Atlas Private Wealth Advisors's Fidelity MSCI Utilities Index ETF position peaked at $2K in Q3 2021.
151 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.