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Robertson Stephens Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Robertson Stephens Wealth Management’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
-10,161
Closed -$385K – 454
2023
Q3 		$385K Buy
+10,161
New +$422K 0.03% 346

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
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

Robertson Stephens Wealth Management's FUTY Position: Q4 2023 in Review

Robertson Stephens Wealth Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2023, closing a stake of 10,161 shares — an estimated $385K sold.

Robertson Stephens Wealth Management first reported a position in FUTY in Q3 2023 and held it in 1 quarter. The position peaked at $385K in Q3 2023. 183 funds tracked by Wall St. Rank hold FUTY as of Q4 2023.

  • Robertson Stephens Wealth Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2023 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 10,161 Fidelity MSCI Utilities Index ETF shares in Q4 2023, an estimated $385K.
  • Robertson Stephens Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2023 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $385K in Q3 2023.
  • 183 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.