Matthew Hamilton Rosenberg’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Matthew Hamilton Rosenberg’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 Q4	–	Sell	-306	Closed	-$11.6K	–	939
2023 Q3	$11.6K	Hold	306	–	–	﹤0.01%	596
2023 Q2	$12.9K	Hold	306	–	–	﹤0.01%	590
2023 Q1	$13.4K	Hold	306	–	–	﹤0.01%	629
2022 Q4	$13.9K	Hold	306	–	–	﹤0.01%	614
2022 Q3	$13K	Hold	306	–	–	0.01%	610
2022 Q2	$14K	Sell	306 -30	-9%	-$1.4K	0.01%	615
2022 Q1	$16K	Buy	336 +30	+10%	+$1.34K	0.01%	581
2021 Q4	$14K	Hold	306	–	–	0.01%	562
2021 Q3	$13K	Hold	306	–	–	0.01%	545
2021 Q2	$13K	Hold	306	–	–	0.01%	494
2021 Q1	$13K	Hold	306	–	–	0.01%	467
2020 Q4	$12K	Buy	306 +23	+8%	+$935	0.01%	456
2020 Q3	$11K	Hold	283	–	–	0.01%	443
2020 Q2	$10K	Sell	283 -2,403	-89%	-$89.6K	0.01%	474
2020 Q1	$97K	Buy	+2,686	New	+$112K	0.1%	128

Other funds holding FUTY

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

TIA

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

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

AWM

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

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

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

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

Matthew Hamilton Rosenberg's FUTY Position: Q4 2023 in Review

Matthew Hamilton Rosenberg sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2023, closing a stake of 306 shares — an estimated $11.6K sold.

Matthew Hamilton Rosenberg first reported a position in FUTY in Q1 2020 and held it in 15 quarters. The position peaked at $97K in Q1 2020. 183 funds tracked by Wall St. Rank hold FUTY as of Q4 2023.

Matthew Hamilton Rosenberg reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2023 after selling out during the quarter.
Matthew Hamilton Rosenberg sold 306 Fidelity MSCI Utilities Index ETF shares in Q4 2023, an estimated $11.6K.
Matthew Hamilton Rosenberg first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2020 and held it in 15 quarters.
Matthew Hamilton Rosenberg's Fidelity MSCI Utilities Index ETF position peaked at $97K in Q1 2020.
183 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2023.

Based on Matthew Hamilton Rosenberg's 13F filing for Q4 2023, filed 16 Jan 2024.