Penserra Capital Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Penserra Capital Management’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 Q3	–	Sell	-178	Closed	-$8K	–	1190
2024 Q2	$8K	Buy	+178	New	+$7.88K	﹤0.01%	974
2019 Q3	–	Sell	-19,551	Closed	-$767K	–	890
2019 Q2	$767K	Buy	+19,551	New	+$756K	0.06%	252
2019 Q1	–	Sell	-45,130	Closed	-$1.57M	–	747
2018 Q4	$1.57M	Buy	+45,130	New	+$1.62M	0.15%	115

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

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

QAM

Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Penserra Capital Management's FUTY Position: Q3 2024 in Review

Penserra Capital Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2024, closing a stake of 178 shares — an estimated $8K sold.

Penserra Capital Management first reported a position in FUTY in Q4 2018 and held it in 3 quarters. The position peaked at $1.57M in Q4 2018. 196 funds tracked by Wall St. Rank hold FUTY as of Q3 2024.

Penserra Capital Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2024 after selling out during the quarter.
Penserra Capital Management sold 178 Fidelity MSCI Utilities Index ETF shares in Q3 2024, an estimated $8K.
Penserra Capital Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2018 and held it in 3 quarters.
Penserra Capital Management's Fidelity MSCI Utilities Index ETF position peaked at $1.57M in Q4 2018.
196 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2024.

Based on Penserra Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.