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Simplicity Solutions’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Simplicity Solutions’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
2022
Q4 		– Sell
-5,250
Closed -$222K – 688
2022
Q3 		$222K Buy
+5,250
New +$248K 0.03% 562
2020
Q2 		– Sell
-5,712
Closed -$205K – 894
2020
Q1 		$205K Buy
+5,712
New +$238K 0.01% 685

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GWA
Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Simplicity Solutions's FUTY Position: Q4 2022 in Review

Simplicity Solutions sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2022, closing a stake of 5,250 shares — an estimated $222K sold.

Simplicity Solutions first reported a position in FUTY in Q1 2020 and held it in 2 quarters. The position peaked at $222K in Q3 2022. 176 funds tracked by Wall St. Rank hold FUTY as of Q4 2022.

  • Simplicity Solutions reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2022 after selling out during the quarter.
  • Simplicity Solutions sold 5,250 Fidelity MSCI Utilities Index ETF shares in Q4 2022, an estimated $222K.
  • Simplicity Solutions first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2020 and held it in 2 quarters.
  • Simplicity Solutions's Fidelity MSCI Utilities Index ETF position peaked at $222K in Q3 2022.
  • 176 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2022.

Based on Simplicity Solutions's 13F filing for Q4 2022, filed 2 Feb 2023.