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CIBC World Markets’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

CIBC World Markets’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
Q1 		– Sell
-6,321
Closed -$258K – 808
2023
Q4 		$258K Sell
6,321
-10,107
-62% -$397K ﹤0.01% 719
2023
Q3 		$623K Buy
+16,428
New +$682K 0.01% 544

Other funds holding FUTY

Bank of America
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

CIBC World Markets's FUTY Position: Q1 2024 in Review

CIBC World Markets sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2024, closing a stake of 6,321 shares — an estimated $258K sold.

CIBC World Markets first reported a position in FUTY in Q3 2023 and held it in 2 quarters. The position peaked at $623K in Q3 2023. 180 funds tracked by Wall St. Rank hold FUTY as of Q1 2024.

  • CIBC World Markets reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2024 after selling out during the quarter.
  • CIBC World Markets sold 6,321 Fidelity MSCI Utilities Index ETF shares in Q1 2024, an estimated $258K.
  • CIBC World Markets first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2023 and held it in 2 quarters.
  • CIBC World Markets's Fidelity MSCI Utilities Index ETF position peaked at $623K in Q3 2023.
  • 180 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2024.

Based on CIBC World Markets's 13F filing for Q1 2024, filed 13 May 2024.