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Carroll Financial Associates’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Carroll Financial Associates’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
Q2 		– Sell
-5
Closed – – 1738
2021
Q1 		$0 Sell
5
-20
-80% -$806 ﹤0.01% 1665
2020
Q4 		$1K Buy
+25
New +$1.02K ﹤0.01% 1453

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FFA
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Carroll Financial Associates's FUTY Position: Q2 2021 in Review

Carroll Financial Associates sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2021, closing a stake of 5 shares.

Carroll Financial Associates first reported a position in FUTY in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q4 2020. 138 funds tracked by Wall St. Rank hold FUTY as of Q2 2021.

  • Carroll Financial Associates reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 5 Fidelity MSCI Utilities Index ETF shares in Q2 2021.
  • Carroll Financial Associates first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2020 and held it in 2 quarters.
  • Carroll Financial Associates's Fidelity MSCI Utilities Index ETF position peaked at $1K in Q4 2020.
  • 138 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2021.

Based on Carroll Financial Associates's 13F filing for Q2 2021, filed 13 Jul 2021.