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Pine Valley Investments’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Pine Valley Investments’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
2023
Q4 		– Sell
-6,293
Closed -$239K – 498
2023
Q3 		$239K Buy
+6,293
New +$261K 0.02% 401

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RA
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AWM
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BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Pine Valley Investments's FUTY Position: Q4 2023 in Review

Pine Valley Investments sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2023, closing a stake of 6,293 shares — an estimated $239K sold.

Pine Valley Investments first reported a position in FUTY in Q3 2023 and held it in 1 quarter. The position peaked at $239K in Q3 2023. 183 funds tracked by Wall St. Rank hold FUTY as of Q4 2023.

  • Pine Valley Investments reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2023 after selling out during the quarter.
  • Pine Valley Investments sold 6,293 Fidelity MSCI Utilities Index ETF shares in Q4 2023, an estimated $239K.
  • Pine Valley Investments first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2023 and held it in 1 quarter.
  • Pine Valley Investments's Fidelity MSCI Utilities Index ETF position peaked at $239K in Q3 2023.
  • 183 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2023.

Based on Pine Valley Investments's 13F filing for Q4 2023, filed 12 Feb 2024.