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Charter Oak Capital Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Charter Oak Capital Management’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
Q4 		– Sell
-4,142
Closed -$215K – 183
2024
Q3 		$215K Buy
+4,142
New +$198K 0.02% 182
2023
Q4 		– Sell
-8,310
Closed -$315K – 172
2023
Q3 		$315K Sell
8,310
-299
-3% -$12.4K 0.04% 136
2023
Q2 		$364K Buy
8,609
+2,884
+50% +$125K 0.05% 130
2023
Q1 		$251K Buy
5,725
+508
+10% +$22.3K 0.03% 155
2022
Q4 		$238K Buy
5,217
+162
+3% +$7.13K 0.04% 151
2022
Q3 		$213K Buy
5,055
+968
+24% +$45.7K 0.03% 152
2022
Q2 		$184K Buy
4,087
+1,710
+72% +$79.7K 0.03% 179
2022
Q1 		$114K Buy
2,377
+352
+17% +$15.8K 0.01% 243
2021
Q4 		$94K Buy
2,025
+127
+7% +$5.54K 0.01% 262
2021
Q3 		$78K Buy
1,898
+211
+13% +$9.1K 0.01% 273
2021
Q2 		$69K Buy
1,687
+9
+0.5% +$381 0.01% 280
2021
Q1 		$70K Buy
1,678
+623
+59% +$25.1K 0.01% 277
2020
Q4 		$43K Buy
+1,055
New +$42.9K 0.01% 304

Other funds holding FUTY

Bank of America
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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return

Charter Oak Capital Management's FUTY Position: Q4 2024 in Review

Charter Oak Capital Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2024, closing a stake of 4,142 shares — an estimated $215K sold.

Charter Oak Capital Management first reported a position in FUTY in Q4 2020 and held it in 13 quarters. The position peaked at $364K in Q2 2023. 213 funds tracked by Wall St. Rank hold FUTY as of Q4 2024.

  • Charter Oak Capital Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2024 after selling out during the quarter.
  • Charter Oak Capital Management sold 4,142 Fidelity MSCI Utilities Index ETF shares in Q4 2024, an estimated $215K.
  • Charter Oak Capital Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2020 and held it in 13 quarters.
  • Charter Oak Capital Management's Fidelity MSCI Utilities Index ETF position peaked at $364K in Q2 2023.
  • 213 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2024.

Based on Charter Oak Capital Management's 13F filing for Q4 2024, filed 22 Jan 2025.