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Sugarloaf Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Sugarloaf Wealth 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
2022
Q4 		– Sell
-84
Closed -$4K – 817
2022
Q3 		$4K Buy
+84
New +$3.96K ﹤0.01% 645

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Sugarloaf Wealth Management's FUTY Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q4 2022, closing a stake of 84 shares — an estimated $4K sold.

Sugarloaf Wealth Management first reported a position in FUTY in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 175 funds tracked by Wall St. Rank hold FUTY as of Q4 2022.

  • Sugarloaf Wealth Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q4 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 84 Fidelity MSCI Utilities Index ETF shares in Q4 2022, an estimated $4K.
  • Sugarloaf Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2022 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $4K in Q3 2022.
  • 175 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.