CP
FUTY icon

Camelot Portfolios’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Camelot Portfolios’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
Q3 		– Sell
-755
Closed -$33.2K – 304
2024
Q2 		$33.2K Buy
+755
New +$33.4K 0.02% 331

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Camelot Portfolios's FUTY Position: Q3 2024 in Review

Camelot Portfolios sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2024, closing a stake of 755 shares — an estimated $33.2K sold.

Camelot Portfolios first reported a position in FUTY in Q2 2024 and held it in 1 quarter. The position peaked at $33.2K in Q2 2024. 196 funds tracked by Wall St. Rank hold FUTY as of Q3 2024.

  • Camelot Portfolios reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2024 after selling out during the quarter.
  • Camelot Portfolios sold 755 Fidelity MSCI Utilities Index ETF shares in Q3 2024, an estimated $33.2K.
  • Camelot Portfolios first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2024 and held it in 1 quarter.
  • Camelot Portfolios's Fidelity MSCI Utilities Index ETF position peaked at $33.2K in Q2 2024.
  • 196 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2024.

Based on Camelot Portfolios's 13F filing for Q3 2024, filed 12 Nov 2024.