Personal CFO Solutions’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Personal CFO Solutions’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 Q2	–	Sell	-27,609	Closed	-$1.32M	–	459
2022 Q1	$1.32M	Buy	27,609 +530	+2%	+$23.7K	0.26%	73
2021 Q4	$1.25M	Sell	27,079 -2,574	-9%	-$112K	0.23%	87
2021 Q3	$1.22M	Buy	29,653 +7,358	+33%	+$317K	0.25%	85
2021 Q2	$915K	Sell	22,295 -2,555	-10%	-$108K	0.19%	111
2021 Q1	$1.03M	Sell	24,850 -4,309	-15%	-$174K	0.22%	92
2020 Q4	$1.18M	Sell	29,159 -368	-1%	-$15K	0.29%	75
2020 Q3	$1M	Buy	+29,527	New	+$1.13M	0.33%	75

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Personal CFO Solutions's FUTY Position: Q2 2022 in Review

Personal CFO Solutions sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2022, closing a stake of 27,609 shares — an estimated $1.32M sold.

Personal CFO Solutions first reported a position in FUTY in Q3 2020 and held it in 7 quarters. The position peaked at $1.32M in Q1 2022. 174 funds tracked by Wall St. Rank hold FUTY as of Q2 2022.

Personal CFO Solutions reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2022 after selling out during the quarter.
Personal CFO Solutions sold 27,609 Fidelity MSCI Utilities Index ETF shares in Q2 2022, an estimated $1.32M.
Personal CFO Solutions first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2020 and held it in 7 quarters.
Personal CFO Solutions's Fidelity MSCI Utilities Index ETF position peaked at $1.32M in Q1 2022.
174 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2022.

Based on Personal CFO Solutions's 13F filing for Q2 2022, filed 5 Aug 2022.