Laurel Wealth Advisors (California)’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Laurel Wealth Advisors (California)’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	$213K	Buy	+4,677	New	+$206K	0.02%	617
2022 Q3	–	Sell	-4,879	Closed	-$220K	–	636
2022 Q2	$220K	Buy	+4,879	New	+$227K	0.02%	601

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

Laurel Wealth Advisors (California)'s FUTY Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2022: 4,677 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #617 among its holdings. This is a return to the name: Laurel Wealth Advisors (California) previously reported a position in FUTY as recently as Q2 2022.

Laurel Wealth Advisors (California) first reported a position in FUTY in Q2 2022 and has held it in 2 quarters since. The position peaked at $220K in Q2 2022. 175 funds tracked by Wall St. Rank hold FUTY as of Q4 2022.

Laurel Wealth Advisors (California) held 4,677 shares of Fidelity MSCI Utilities Index ETF worth $213K as of Q4 2022.
Fidelity MSCI Utilities Index ETF was a new Laurel Wealth Advisors (California) position in Q4 2022.
Fidelity MSCI Utilities Index ETF made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #617 holding.
Laurel Wealth Advisors (California) first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2022 and has held it in 2 quarters since.
Laurel Wealth Advisors (California)'s Fidelity MSCI Utilities Index ETF position peaked at $220K in Q2 2022.
175 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.