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Heritage Wealth Management (Arizona)’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Heritage Wealth Management (Arizona)’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
Q3 		– Sell
-348
Closed -$15.7K – 1049
2022
Q2 		$15.7K Hold
348
– – 0.01% 581
2022
Q1 		$17K Buy
+348
New +$15.6K ﹤0.01% 622

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Heritage Wealth Management (Arizona)'s FUTY Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2022, closing a stake of 348 shares — an estimated $15.7K sold.

Heritage Wealth Management (Arizona) first reported a position in FUTY in Q1 2022 and held it in 2 quarters. The position peaked at $17K in Q1 2022. 172 funds tracked by Wall St. Rank hold FUTY as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 348 Fidelity MSCI Utilities Index ETF shares in Q3 2022, an estimated $15.7K.
  • Heritage Wealth Management (Arizona) first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2022 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s Fidelity MSCI Utilities Index ETF position peaked at $17K in Q1 2022.
  • 172 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.