Capital Asset Advisory Services’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Capital Asset Advisory Services’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
2021 Q4	–	Sell	-1,789	Closed	-$74K	–	637
2021 Q3	$74K	Sell	1,789 -77	-4%	-$3.32K	0.01%	483
2021 Q2	$77K	Buy	1,866 +77	+4%	+$3.26K	0.01%	506
2021 Q1	$74K	Buy	1,789 +644	+56%	+$26K	0.01%	488
2020 Q4	$46K	Hold	1,145	–	–	0.01%	638
2020 Q3	$43K	Hold	1,145	–	–	0.01%	388
2020 Q2	$44K	Buy	+1,145	New	+$42.7K	0.01%	412

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

FFA

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

BCM

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Capital Asset Advisory Services's FUTY Position: Q4 2021 in Review

Capital Asset Advisory Services sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2021, closing a stake of 1,789 shares — an estimated $74K sold.

Capital Asset Advisory Services first reported a position in FUTY in Q2 2020 and held it in 6 quarters. The position peaked at $77K in Q2 2021. 151 funds tracked by Wall St. Rank hold FUTY as of Q4 2021.

Capital Asset Advisory Services reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 1,789 Fidelity MSCI Utilities Index ETF shares in Q4 2021, an estimated $74K.
Capital Asset Advisory Services first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2020 and held it in 6 quarters.
Capital Asset Advisory Services's Fidelity MSCI Utilities Index ETF position peaked at $77K in Q2 2021.
151 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2021.

Based on Capital Asset Advisory Services's 13F filing for Q4 2021, filed 4 Feb 2022.