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CPR Investments’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

CPR Investments’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
2022
Q4 		– Sell
-12,741
Closed -$538K – 40
2022
Q3 		$538K Buy
+12,741
New +$601K 0.69% 18

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

CPR Investments's FUTY Position: Q4 2022 in Review

CPR Investments sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2022, closing a stake of 12,741 shares — an estimated $538K sold.

CPR Investments first reported a position in FUTY in Q3 2022 and held it in 1 quarter. The position peaked at $538K in Q3 2022. 175 funds tracked by Wall St. Rank hold FUTY as of Q4 2022.

  • CPR Investments reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2022 after selling out during the quarter.
  • CPR Investments sold 12,741 Fidelity MSCI Utilities Index ETF shares in Q4 2022, an estimated $538K.
  • CPR Investments first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2022 and held it in 1 quarter.
  • CPR Investments's Fidelity MSCI Utilities Index ETF position peaked at $538K in Q3 2022.
  • 175 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2022.

Based on CPR Investments's 13F filing for Q4 2022, filed 23 Jan 2023.