PP
FUTY icon

Pacifica Partners’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Pacifica Partners’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
-18
Closed -$745 – 544
2024
Q1 		$745 Hold
18
– – ﹤0.01% 490
2023
Q4 		$726 Buy
+18
New +$707 ﹤0.01% 522

Other funds holding FUTY

Bank of America
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
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacifica Partners's FUTY Position: Q2 2024 in Review

Pacifica Partners sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2024, closing a stake of 18 shares — an estimated $745 sold.

Pacifica Partners first reported a position in FUTY in Q4 2023 and held it in 2 quarters. The position peaked at $745 in Q1 2024. 174 funds tracked by Wall St. Rank hold FUTY as of Q2 2024.

  • Pacifica Partners reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2024 after selling out during the quarter.
  • Pacifica Partners sold 18 Fidelity MSCI Utilities Index ETF shares in Q2 2024, an estimated $745.
  • Pacifica Partners first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2023 and held it in 2 quarters.
  • Pacifica Partners's Fidelity MSCI Utilities Index ETF position peaked at $745 in Q1 2024.
  • 174 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2024.

Based on Pacifica Partners's 13F filing for Q2 2024, filed 11 Jul 2024.