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Cedar Brook Financial Partners’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Cedar Brook Financial 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
Q2 		– Sell
-11,819
Closed -$501K – 163
2024
Q1 		$501K Buy
11,819
+109
+0.9% +$4.39K 0.1% 204
2023
Q4 		$474K Sell
11,710
-106
-0.9% -$4.16K 0.11% 202
2023
Q3 		$448K Buy
11,816
+110
+0.9% +$4.57K 0.12% 188
2023
Q2 		$495K Buy
11,706
+86
+0.7% +$3.74K 0.12% 182
2023
Q1 		$509K Buy
11,620
+99
+0.9% +$4.35K 0.13% 180
2022
Q4 		$525K Buy
11,521
+181
+2% +$7.96K 0.15% 166
2022
Q3 		$479K Buy
11,340
+84
+0.7% +$3.96K 0.15% 167
2022
Q2 		$508K Buy
11,256
+71
+0.6% +$3.31K 0.16% 160
2022
Q1 		$536K Buy
11,185
+77
+0.7% +$3.45K 0.14% 169
2021
Q4 		$515K Buy
11,108
+74
+0.7% +$3.23K 0.13% 179
2021
Q3 		$454K Buy
11,034
+419
+4% +$18.1K 0.14% 181
2021
Q2 		$436K Buy
10,615
+81
+0.8% +$3.43K 0.13% 195
2021
Q1 		$437K Buy
10,534
+83
+0.8% +$3.35K 0.15% 160
2020
Q4 		$424K Buy
10,451
+76
+0.7% +$3.09K 0.15% 162
2020
Q3 		$394K Buy
10,375
+90
+0.9% +$3.43K 0.15% 165
2020
Q2 		$375K Buy
10,285
+86
+0.8% +$3.21K 0.17% 160
2020
Q1 		$366K Buy
10,199
+924
+10% +$38.4K 0.2% 145
2019
Q4 		$392K Buy
9,275
+2,600
+39% +$108K 0.17% 164
2019
Q3 		$284K Buy
+6,675
New +$271K 0.13% 213

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Cedar Brook Financial Partners's FUTY Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2024, closing a stake of 11,819 shares — an estimated $501K sold.

Cedar Brook Financial Partners first reported a position in FUTY in Q3 2019 and held it in 19 quarters. The position peaked at $536K in Q1 2022. 174 funds tracked by Wall St. Rank hold FUTY as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 11,819 Fidelity MSCI Utilities Index ETF shares in Q2 2024, an estimated $501K.
  • Cedar Brook Financial Partners first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2019 and held it in 19 quarters.
  • Cedar Brook Financial Partners's Fidelity MSCI Utilities Index ETF position peaked at $536K in Q1 2022.
  • 174 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.