Cerity Partners
FUTY icon

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

Cerity 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
Q2 		– Sell
-2,232
Closed -$1.1M – 1756
2023
Q1 		$1.1M Buy
+2,232
New +$98.1K ﹤0.01% 938

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Osaic Holdings
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Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Cerity Partners's FUTY Position: Q2 2023 in Review

Cerity Partners sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2023, closing a stake of 2,232 shares — an estimated $1.1M sold.

Cerity Partners first reported a position in FUTY in Q1 2023 and held it in 1 quarter. The position peaked at $1.1M in Q1 2023. 177 funds tracked by Wall St. Rank hold FUTY as of Q2 2023.

  • Cerity Partners reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2023 after selling out during the quarter.
  • Cerity Partners sold 2,232 Fidelity MSCI Utilities Index ETF shares in Q2 2023, an estimated $1.1M.
  • Cerity Partners first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2023 and held it in 1 quarter.
  • Cerity Partners's Fidelity MSCI Utilities Index ETF position peaked at $1.1M in Q1 2023.
  • 177 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2023.

Based on Cerity Partners's 13F filing for Q2 2023, filed 14 Aug 2023.