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Sawyer & Company’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Sawyer & Company’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
Q3 		– Sell
-145
Closed -$6K – 196
2024
Q2 		$6K Hold
145
– – ﹤0.01% 153
2024
Q1 		$6.15K Buy
+145
New +$5.84K ﹤0.01% 155

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Sawyer & Company's FUTY Position: Q3 2024 in Review

Sawyer & Company sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2024, closing a stake of 145 shares — an estimated $6K sold.

Sawyer & Company first reported a position in FUTY in Q1 2024 and held it in 2 quarters. The position peaked at $6.15K in Q1 2024. 196 funds tracked by Wall St. Rank hold FUTY as of Q3 2024.

  • Sawyer & Company reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2024 after selling out during the quarter.
  • Sawyer & Company sold 145 Fidelity MSCI Utilities Index ETF shares in Q3 2024, an estimated $6K.
  • Sawyer & Company first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2024 and held it in 2 quarters.
  • Sawyer & Company's Fidelity MSCI Utilities Index ETF position peaked at $6.15K in Q1 2024.
  • 196 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2024.

Based on Sawyer & Company's 13F filing for Q3 2024, filed 10 Oct 2024.