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

Castleview 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
2024
Q3 		– Sell
-75
Closed -$3.3K – 679
2024
Q2 		$3.3K Hold
75
– – ﹤0.01% 674
2024
Q1 		$3.18K Hold
75
– – ﹤0.01% 694
2023
Q4 		$3.06K Buy
+75
New +$2.94K ﹤0.01% 652

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

Castleview Partners's FUTY Position: Q3 2024 in Review

Castleview Partners sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2024, closing a stake of 75 shares — an estimated $3.3K sold.

Castleview Partners first reported a position in FUTY in Q4 2023 and held it in 3 quarters. The position peaked at $3.3K in Q2 2024. 196 funds tracked by Wall St. Rank hold FUTY as of Q3 2024.

  • Castleview Partners reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2024 after selling out during the quarter.
  • Castleview Partners sold 75 Fidelity MSCI Utilities Index ETF shares in Q3 2024, an estimated $3.3K.
  • Castleview Partners first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2023 and held it in 3 quarters.
  • Castleview Partners's Fidelity MSCI Utilities Index ETF position peaked at $3.3K in Q2 2024.
  • 196 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2024.

Based on Castleview Partners's 13F filing for Q3 2024, filed 9 Oct 2024.