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Ballentine Partners’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Ballentine Partners’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
2024
Q2 		– Sell
-7,600
Closed -$322K – 776
2024
Q1 		$322K Buy
+7,600
New +$306K 0.01% 517

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Ballentine Partners's FUTY Position: Q2 2024 in Review

Ballentine Partners sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2024, closing a stake of 7,600 shares — an estimated $322K sold.

Ballentine Partners first reported a position in FUTY in Q1 2024 and held it in 1 quarter. The position peaked at $322K in Q1 2024. 174 funds tracked by Wall St. Rank hold FUTY as of Q2 2024.

  • Ballentine Partners reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2024 after selling out during the quarter.
  • Ballentine Partners sold 7,600 Fidelity MSCI Utilities Index ETF shares in Q2 2024, an estimated $322K.
  • Ballentine Partners first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2024 and held it in 1 quarter.
  • Ballentine Partners's Fidelity MSCI Utilities Index ETF position peaked at $322K in Q1 2024.
  • 174 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2024.

Based on Ballentine Partners's 13F filing for Q2 2024, filed 6 Aug 2024.