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RMR Wealth Builders’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-700
Closed -$29K – 355
2021
Q1 		$29K Buy
700
+550
+367% +$22.2K 0.01% 454
2020
Q4 		$6K Buy
+150
New +$6.1K ﹤0.01% 446

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RMR Wealth Builders's FUTY Position: Q2 2021 in Review

RMR Wealth Builders sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2021, closing a stake of 700 shares — an estimated $29K sold.

RMR Wealth Builders first reported a position in FUTY in Q4 2020 and held it in 2 quarters. The position peaked at $29K in Q1 2021. 138 funds tracked by Wall St. Rank hold FUTY as of Q2 2021.

  • RMR Wealth Builders reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 700 Fidelity MSCI Utilities Index ETF shares in Q2 2021, an estimated $29K.
  • RMR Wealth Builders first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2020 and held it in 2 quarters.
  • RMR Wealth Builders's Fidelity MSCI Utilities Index ETF position peaked at $29K in Q1 2021.
  • 138 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.