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

Karp 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
2022 Q4	–	Sell	-49,209	Closed	-$2.08M	–	34
2022 Q3	$2.08M	Buy	49,209 +1,193	+2%	+$56.3K	0.42%	57
2022 Q2	$2.17M	Sell	48,016 -13,628	-22%	-$635K	0.38%	78
2022 Q1	$2.95M	Sell	61,644 -61,733	-50%	-$2.76M	0.43%	72
2021 Q4	$5.71M	Buy	+123,377	New	+$5.39M	0.72%	58
2020 Q1	–	Sell	-107,001	Closed	-$4.53M	–	94
2019 Q4	$4.53M	Sell	107,001 -105,360	-50%	-$4.38M	1.19%	38
2019 Q3	$9.02M	Buy	212,361 +3,005	+1%	+$122K	2.63%	5
2019 Q2	$8.22M	Buy	209,356 +64,770	+45%	+$2.5M	2.61%	3
2019 Q1	$5.54M	Buy	144,586 +15,243	+12%	+$559K	1.97%	13
2018 Q4	$4.51M	Buy	+129,343	New	+$4.63M	2.15%	12

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Karp Capital Management's FUTY Position: Q4 2022 in Review

Karp Capital Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2022, closing a stake of 49,209 shares — an estimated $2.08M sold.

Karp Capital Management first reported a position in FUTY in Q4 2018 and held it in 9 quarters. The position peaked at $9.02M in Q3 2019. 175 funds tracked by Wall St. Rank hold FUTY as of Q4 2022.

Karp Capital Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2022 after selling out during the quarter.
Karp Capital Management sold 49,209 Fidelity MSCI Utilities Index ETF shares in Q4 2022, an estimated $2.08M.
Karp Capital Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2018 and held it in 9 quarters.
Karp Capital Management's Fidelity MSCI Utilities Index ETF position peaked at $9.02M in Q3 2019.
175 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.