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Patriot Financial Group Insurance Agency’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Patriot Financial Group Insurance Agency’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
Q3 		– Sell
-5
Closed – – 975
2022
Q2 		$0 Sell
5
-901
-99% -$42K ﹤0.01% 2073
2022
Q1 		$43K Buy
906
+418
+86% +$18.7K 0.01% 825
2021
Q4 		$23K Sell
488
-16
-3% -$699 ﹤0.01% 1161
2021
Q3 		$21K Sell
504
-34
-6% -$1.47K ﹤0.01% 1185
2021
Q2 		$22K Buy
538
+94
+21% +$3.98K ﹤0.01% 1131
2021
Q1 		$18K Sell
444
-14
-3% -$564 ﹤0.01% 1139
2020
Q4 		$19K Hold
458
– – ﹤0.01% 996
2020
Q3 		$17K Sell
458
-15
-3% -$572 0.01% 856
2020
Q2 		$17K Sell
473
-140
-23% -$5.22K 0.01% 796
2020
Q1 		$22K Buy
613
+103
+20% +$4.28K 0.01% 633
2019
Q4 		$22K Sell
510
-20
-4% -$832 0.01% 655
2019
Q3 		$23K Sell
530
-32
-6% -$1.3K 0.01% 606
2019
Q2 		$22K Buy
562
+4
+0.7% +$155 0.01% 622
2019
Q1 		$21K Sell
558
-649
-54% -$23.8K 0.01% 543
2018
Q4 		$42K Buy
1,207
+575
+91% +$20.6K 0.03% 352
2018
Q3 		$22K Buy
+632
New +$22.1K 0.01% 468
2018
Q2 		– Sell
-81
Closed -$3K – 701
2018
Q1 		$3K Buy
81
+1
+1% +$33 ﹤0.01% 816
2017
Q4 		$3K Sell
80
-3,319
-98% -$119K ﹤0.01% 812
2017
Q3 		$135K Buy
3,399
+3,320
+4,203% +$116K 0.12% 142
2017
Q2 		$3K Sell
79
-88
-53% -$3K ﹤0.01% 767
2017
Q1 		$6K Buy
167
+1
+0.6% +$32 0.01% 587
2016
Q4 		$5K Buy
+166
New +$5.14K 0.01% 563

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NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Patriot Financial Group Insurance Agency's FUTY Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2022, closing a stake of 5 shares.

Patriot Financial Group Insurance Agency first reported a position in FUTY in Q4 2016 and held it in 22 quarters. The position peaked at $135K in Q3 2017. 173 funds tracked by Wall St. Rank hold FUTY as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 5 Fidelity MSCI Utilities Index ETF shares in Q3 2022.
  • Patriot Financial Group Insurance Agency first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2016 and held it in 22 quarters.
  • Patriot Financial Group Insurance Agency's Fidelity MSCI Utilities Index ETF position peaked at $135K in Q3 2017.
  • 173 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.