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

Atlas Private Wealth Management’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
2020
Q4 		– Sell
-104
Closed -$4K – 387
2020
Q3 		$4K Hold
104
– – ﹤0.01% 358
2020
Q2 		$4K Hold
104
– – ﹤0.01% 393
2020
Q1 		$4K Hold
104
– – ﹤0.01% 376
2019
Q4 		$4K Buy
+104
New +$4.33K ﹤0.01% 403

Other funds holding FUTY

Bank of America
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Atlas Private Wealth Management's FUTY Position: Q4 2020 in Review

Atlas Private Wealth Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2020, closing a stake of 104 shares — an estimated $4K sold.

Atlas Private Wealth Management first reported a position in FUTY in Q4 2019 and held it in 4 quarters. The position peaked at $4K in Q3 2020. 140 funds tracked by Wall St. Rank hold FUTY as of Q4 2020.

  • Atlas Private Wealth Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2020 after selling out during the quarter.
  • Atlas Private Wealth Management sold 104 Fidelity MSCI Utilities Index ETF shares in Q4 2020, an estimated $4K.
  • Atlas Private Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2019 and held it in 4 quarters.
  • Atlas Private Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $4K in Q3 2020.
  • 140 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2020.

Based on Atlas Private Wealth Management's 13F filing for Q4 2020, filed 27 Jan 2021.