Cary Street Partners Investment Advisory’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Cary Street Partners Investment Advisory’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	-11	Closed	-$417	–	1052
2023 Q3	$417	Hold	11	–	–	﹤0.01%	1801
2023 Q2	$465	Sell	11 -65	-86%	-$2.83K	﹤0.01%	1688
2023 Q1	$3.33K	Hold	76	–	–	﹤0.01%	1409
2022 Q4	$3.46K	Buy	+76	New	+$3.34K	﹤0.01%	1407

Other funds holding FUTY

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cary Street Partners Investment Advisory's FUTY Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2023, closing a stake of 11 shares — an estimated $417 sold.

Cary Street Partners Investment Advisory first reported a position in FUTY in Q4 2022 and held it in 4 quarters. The position peaked at $3.46K in Q4 2022. 184 funds tracked by Wall St. Rank hold FUTY as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 11 Fidelity MSCI Utilities Index ETF shares in Q4 2023, an estimated $417.
Cary Street Partners Investment Advisory first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's Fidelity MSCI Utilities Index ETF position peaked at $3.46K in Q4 2022.
184 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.