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

Birchcreek 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
2022
Q1 		– Sell
-4,511
Closed -$209K – 114
2021
Q4 		$209K Buy
+4,511
New +$197K 0.18% 112

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Birchcreek Wealth Management's FUTY Position: Q1 2022 in Review

Birchcreek Wealth Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2022, closing a stake of 4,511 shares — an estimated $209K sold.

Birchcreek Wealth Management first reported a position in FUTY in Q4 2021 and held it in 1 quarter. The position peaked at $209K in Q4 2021. 165 funds tracked by Wall St. Rank hold FUTY as of Q1 2022.

  • Birchcreek Wealth Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2022 after selling out during the quarter.
  • Birchcreek Wealth Management sold 4,511 Fidelity MSCI Utilities Index ETF shares in Q1 2022, an estimated $209K.
  • Birchcreek Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2021 and held it in 1 quarter.
  • Birchcreek Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $209K in Q4 2021.
  • 165 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2022.

Based on Birchcreek Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.