FNY Investment Advisers’s iShares US Utilities ETF IDU Stock Holding History

FNY Investment Advisers’s Portfolio IDU Stock Details IDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-100	Closed	-$7K	–	575
2023 Q3	$7K	Buy	+100	New	+$8.02K	﹤0.01%	426

Other funds holding IDU

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.85B AUM 20.23% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FNY Investment Advisers's IDU Position: Q4 2023 in Review

FNY Investment Advisers sold out of iShares US Utilities ETF (IDU) in Q4 2023, closing a stake of 100 shares — an estimated $7K sold.

FNY Investment Advisers first reported a position in IDU in Q3 2023 and held it in 1 quarter. The position peaked at $7K in Q3 2023. 215 funds tracked by Wall St. Rank hold IDU as of Q4 2023.

FNY Investment Advisers reported no remaining iShares US Utilities ETF position as of Q4 2023 after selling out during the quarter.
FNY Investment Advisers sold 100 iShares US Utilities ETF shares in Q4 2023, an estimated $7K.
FNY Investment Advisers first reported a position in iShares US Utilities ETF in Q3 2023 and held it in 1 quarter.
FNY Investment Advisers's iShares US Utilities ETF position peaked at $7K in Q3 2023.
215 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q4 2023.

Based on FNY Investment Advisers's 13F filing for Q4 2023, filed 12 Jan 2024.