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Pineridge Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Pineridge Advisors’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
Q1 		– Sell
-99
Closed -$4.04K – 697
2023
Q4 		$4.04K Buy
+99
New +$3.89K ﹤0.01% 531

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.46B AUM 14.92% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pineridge Advisors's FUTY Position: Q1 2024 in Review

Pineridge Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2024, closing a stake of 99 shares — an estimated $4.04K sold.

Pineridge Advisors first reported a position in FUTY in Q4 2023 and held it in 1 quarter. The position peaked at $4.04K in Q4 2023. 182 funds tracked by Wall St. Rank hold FUTY as of Q1 2024.

  • Pineridge Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2024 after selling out during the quarter.
  • Pineridge Advisors sold 99 Fidelity MSCI Utilities Index ETF shares in Q1 2024, an estimated $4.04K.
  • Pineridge Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2023 and held it in 1 quarter.
  • Pineridge Advisors's Fidelity MSCI Utilities Index ETF position peaked at $4.04K in Q4 2023.
  • 182 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2024.

Based on Pineridge Advisors's 13F filing for Q1 2024, filed 16 May 2024.