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Rockbridge Investment Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-9
Closed -$368 – 308
2023
Q4 		$368 Buy
+9
New +$353 ﹤0.01% 628
2022
Q3 		– Sell
-9
Closed -$407 – 291
2022
Q2 		$407 Buy
+9
New +$419 ﹤0.01% 609

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
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockbridge Investment Management's FUTY Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2024, closing a stake of 9 shares — an estimated $368 sold.

Rockbridge Investment Management first reported a position in FUTY in Q2 2022 and held it in 2 quarters. The position peaked at $407 in Q2 2022. 180 funds tracked by Wall St. Rank hold FUTY as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 9 Fidelity MSCI Utilities Index ETF shares in Q1 2024, an estimated $368.
  • Rockbridge Investment Management first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2022 and held it in 2 quarters.
  • Rockbridge Investment Management's Fidelity MSCI Utilities Index ETF position peaked at $407 in Q2 2022.
  • 180 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.