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Plante Moran Financial Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Plante Moran Financial 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
2023
Q4 		– Sell
-19
Closed -$720 – 841
2023
Q3 		$720 Buy
+19
New +$789 ﹤0.01% 702

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Plante Moran Financial Advisors's FUTY Position: Q4 2023 in Review

Plante Moran Financial Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2023, closing a stake of 19 shares — an estimated $720 sold.

Plante Moran Financial Advisors first reported a position in FUTY in Q3 2023 and held it in 1 quarter. The position peaked at $720 in Q3 2023. 183 funds tracked by Wall St. Rank hold FUTY as of Q4 2023.

  • Plante Moran Financial Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 19 Fidelity MSCI Utilities Index ETF shares in Q4 2023, an estimated $720.
  • Plante Moran Financial Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2023 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Fidelity MSCI Utilities Index ETF position peaked at $720 in Q3 2023.
  • 183 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.