MassMutual Private Wealth & Trust’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

MassMutual Private Wealth & Trust’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
2024 Q2	–	Sell	-130	Closed	-$5.51K	–	2172
2024 Q1	$5.51K	Buy	+130	New	+$5.23K	﹤0.01%	1237
2023 Q3	–	Sell	-72	Closed	-$3.04K	–	1989
2023 Q2	$3.04K	Buy	+72	New	+$3.13K	﹤0.01%	1350

Other funds holding FUTY

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

MassMutual Private Wealth & Trust's FUTY Position: Q2 2024 in Review

MassMutual Private Wealth & Trust sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2024, closing a stake of 130 shares — an estimated $5.51K sold.

MassMutual Private Wealth & Trust first reported a position in FUTY in Q2 2023 and held it in 2 quarters. The position peaked at $5.51K in Q1 2024. 174 funds tracked by Wall St. Rank hold FUTY as of Q2 2024.

MassMutual Private Wealth & Trust reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2024 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 130 Fidelity MSCI Utilities Index ETF shares in Q2 2024, an estimated $5.51K.
MassMutual Private Wealth & Trust first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2023 and held it in 2 quarters.
MassMutual Private Wealth & Trust's Fidelity MSCI Utilities Index ETF position peaked at $5.51K in Q1 2024.
174 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2024.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2024, filed 2 Jul 2024.