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Carmel Capital Partners’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-104
Closed -$3.94K – 347
2023
Q3 		$3.94K Buy
+104
New +$4.32K ﹤0.01% 569

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BNP Paribas Financial Markets
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Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Carmel Capital Partners's FUTY Position: Q4 2023 in Review

Carmel Capital Partners sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2023, closing a stake of 104 shares — an estimated $3.94K sold.

Carmel Capital Partners first reported a position in FUTY in Q3 2023 and held it in 1 quarter. The position peaked at $3.94K in Q3 2023. 183 funds tracked by Wall St. Rank hold FUTY as of Q4 2023.

  • Carmel Capital Partners reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 104 Fidelity MSCI Utilities Index ETF shares in Q4 2023, an estimated $3.94K.
  • Carmel Capital Partners first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Fidelity MSCI Utilities Index ETF position peaked at $3.94K in Q3 2023.
  • 183 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.