Beaumont Capital Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Beaumont Capital 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
2022 Q2	–	Sell	-145,900	Closed	-$6.99M	–	35
2022 Q1	$6.99M	Sell	145,900 -980	-0.7%	-$43.9K	4.5%	6
2021 Q4	$6.8M	Sell	146,880 -42,692	-23%	-$1.86M	3.93%	6
2021 Q3	$7.8M	Buy	189,572 +29,269	+18%	+$1.26M	6.69%	3
2021 Q2	$6.58M	Buy	160,303 +7,868	+5%	+$333K	6.47%	2
2021 Q1	$6.33M	Sell	152,435 -13,925	-8%	-$561K	6.28%	4
2020 Q4	$6.75M	Buy	+166,360	New	+$6.76M	6.75%	5

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFA

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

BCM

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

Beaumont Capital Management's FUTY Position: Q2 2022 in Review

Beaumont Capital Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2022, closing a stake of 145,900 shares — an estimated $6.99M sold.

Beaumont Capital Management first reported a position in FUTY in Q4 2020 and held it in 6 quarters. The position peaked at $7.8M in Q3 2021. 174 funds tracked by Wall St. Rank hold FUTY as of Q2 2022.

Beaumont Capital Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2022 after selling out during the quarter.
Beaumont Capital Management sold 145,900 Fidelity MSCI Utilities Index ETF shares in Q2 2022, an estimated $6.99M.
Beaumont Capital Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2020 and held it in 6 quarters.
Beaumont Capital Management's Fidelity MSCI Utilities Index ETF position peaked at $7.8M in Q3 2021.
174 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2022.

Based on Beaumont Capital Management's 13F filing for Q2 2022, filed 10 Aug 2022.