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Sandy Spring Bank’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Sandy Spring Bank’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
Q3 		– Sell
-324
Closed -$13.7K – 1215
2023
Q2 		$13.7K Buy
+324
New +$14.1K ﹤0.01% 779
2017
Q3 		– Sell
-335
Closed -$11K – 825
2017
Q2 		$11K Buy
+335
New +$11.4K ﹤0.01% 662

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sandy Spring Bank's FUTY Position: Q3 2023 in Review

Sandy Spring Bank sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2023, closing a stake of 324 shares — an estimated $13.7K sold.

Sandy Spring Bank first reported a position in FUTY in Q2 2017 and held it in 2 quarters. The position peaked at $13.7K in Q2 2023. 171 funds tracked by Wall St. Rank hold FUTY as of Q3 2023.

  • Sandy Spring Bank reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2023 after selling out during the quarter.
  • Sandy Spring Bank sold 324 Fidelity MSCI Utilities Index ETF shares in Q3 2023, an estimated $13.7K.
  • Sandy Spring Bank first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2017 and held it in 2 quarters.
  • Sandy Spring Bank's Fidelity MSCI Utilities Index ETF position peaked at $13.7K in Q2 2023.
  • 171 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2023.

Based on Sandy Spring Bank's 13F filing for Q3 2023, filed 30 Oct 2023.