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Parametric Portfolio Associates’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Parametric Portfolio 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
2022
Q1 		$370K Buy
7,730
+1,977
+34% +$88.5K ﹤0.01% 3213
2021
Q4 		$266K Buy
+5,753
New +$251K ﹤0.01% 3320

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Parametric Portfolio Associates's FUTY Position: Q1 2022 in Review

Parametric Portfolio Associates increased its Fidelity MSCI Utilities Index ETF (FUTY) stake by 34% in Q1 2022, buying an estimated $88.5K and bringing the position to 7,730 shares worth $370K. The position accounts for ﹤0.01% of the portfolio, ranked #3213.

Parametric Portfolio Associates first reported a position in FUTY in Q4 2021 and has held it in 2 quarters since. 166 funds tracked by Wall St. Rank hold FUTY as of Q1 2022.

  • Parametric Portfolio Associates held 7,730 shares of Fidelity MSCI Utilities Index ETF worth $370K as of Q1 2022.
  • Parametric Portfolio Associates bought 1,977 Fidelity MSCI Utilities Index ETF shares in Q1 2022, an estimated $88.5K.
  • Fidelity MSCI Utilities Index ETF made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #3213 holding.
  • Parametric Portfolio Associates first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2021 and has held it in 2 quarters since.
  • 166 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.