Lowell Blake & Associates’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Lowell Blake & Associates’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
2023 Q3	$316K	Hold	8,342	–	–	0.09%	49
2023 Q2	$353K	Hold	8,342	–	–	0.1%	48
2023 Q1	$366K	Hold	8,342	–	–	0.11%	46
2022 Q4	$380K	Hold	8,342	–	–	0.13%	45
2022 Q3	$352K	Hold	8,342	–	–	0.14%	44
2022 Q2	$376K	Hold	8,342	–	–	0.15%	44
2022 Q1	$400K	Hold	8,342	–	–	0.15%	45
2021 Q4	$386K	Buy	8,342 +124	+2%	+$5.41K	0.15%	45
2021 Q3	$338K	Hold	8,218	–	–	0.16%	47
2021 Q2	$337K	Buy	+8,218	New	+$348K	0.16%	48

Other funds holding FUTY

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Lowell Blake & Associates's FUTY Position: Q3 2023 in Review

Lowell Blake & Associates held its Fidelity MSCI Utilities Index ETF (FUTY) position steady in Q3 2023 at 8,342 shares worth $316K. The position accounts for 0.09% of the portfolio, ranked #49.

Lowell Blake & Associates first reported a position in FUTY in Q2 2021 and has held it in 10 quarters since. The position peaked at $400K in Q1 2022. 172 funds tracked by Wall St. Rank hold FUTY as of Q3 2023.

Lowell Blake & Associates held 8,342 shares of Fidelity MSCI Utilities Index ETF worth $316K as of Q3 2023.
Lowell Blake & Associates left its Fidelity MSCI Utilities Index ETF share count unchanged in Q3 2023.
Fidelity MSCI Utilities Index ETF made up 0.09% of Lowell Blake & Associates's portfolio in Q3 2023, its #49 holding.
Lowell Blake & Associates first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2021 and has held it in 10 quarters since.
Lowell Blake & Associates's Fidelity MSCI Utilities Index ETF position peaked at $400K in Q1 2022.
172 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2023.

Based on Lowell Blake & Associates's 13F filing for Q3 2023, filed 13 Nov 2023.