Stonebridge Financial Planning Group’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Stonebridge Financial Planning Group’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
2021 Q4	–	Sell	-230	Closed	-$10K	–	409
2021 Q3	$10K	Hold	230	–	–	﹤0.01%	339
2021 Q2	$10K	Hold	230	–	–	0.01%	352
2021 Q1	$10K	Hold	230	–	–	0.01%	354
2020 Q4	$9K	Hold	230	–	–	0.01%	332
2020 Q3	$9K	Hold	230	–	–	0.01%	320
2020 Q2	$9K	Hold	230	–	–	0.01%	323
2020 Q1	$9K	Hold	230	–	–	0.01%	310
2019 Q4	$10K	Buy	+230	New	+$9.57K	0.01%	289

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Stonebridge Financial Planning Group's FUTY Position: Q4 2021 in Review

Stonebridge Financial Planning Group sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2021, closing a stake of 230 shares — an estimated $10K sold.

Stonebridge Financial Planning Group first reported a position in FUTY in Q4 2019 and held it in 8 quarters. The position peaked at $10K in Q3 2021. 151 funds tracked by Wall St. Rank hold FUTY as of Q4 2021.

Stonebridge Financial Planning Group reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2021 after selling out during the quarter.
Stonebridge Financial Planning Group sold 230 Fidelity MSCI Utilities Index ETF shares in Q4 2021, an estimated $10K.
Stonebridge Financial Planning Group first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2019 and held it in 8 quarters.
Stonebridge Financial Planning Group's Fidelity MSCI Utilities Index ETF position peaked at $10K in Q3 2021.
151 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q4 2021, filed 2 Feb 2022.