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Bartlett & Co Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Bartlett & Co 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
2024
Q1 		– Sell
-500
Closed -$20.5K – 1163
2023
Q4 		$20.5K Buy
+500
New +$19.6K ﹤0.01% 880

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AWM
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Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bartlett & Co Wealth Management's FUTY Position: Q1 2024 in Review

Bartlett & Co Wealth Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2024, closing a stake of 500 shares — an estimated $20.5K sold.

Bartlett & Co Wealth Management first reported a position in FUTY in Q4 2023 and held it in 1 quarter. The position peaked at $20.5K in Q4 2023. 180 funds tracked by Wall St. Rank hold FUTY as of Q1 2024.

  • Bartlett & Co Wealth Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2024 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 500 Fidelity MSCI Utilities Index ETF shares in Q1 2024, an estimated $20.5K.
  • Bartlett & Co Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2023 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $20.5K in Q4 2023.
  • 180 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.