TBH Global Asset Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

TBH Global Asset 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 Q1	–	Sell	-30,327	Closed	-$1.41M	–	179
2021 Q4	$1.41M	Buy	30,327 +3,320	+12%	+$145K	0.29%	65
2021 Q3	$1.11M	Buy	27,007 +2,031	+8%	+$87.6K	0.26%	73
2021 Q2	$1.02M	Buy	24,976 +2,633	+12%	+$112K	0.24%	78
2021 Q1	$927K	Buy	22,343 +2,443	+12%	+$98.4K	0.24%	76
2020 Q4	$808K	Buy	19,900 +3,013	+18%	+$123K	0.25%	74
2020 Q3	$641K	Buy	+16,887	New	+$644K	0.22%	83

Other funds holding FUTY

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

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

FFA

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BCM

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

TBH Global Asset Management's FUTY Position: Q1 2022 in Review

TBH Global Asset Management sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q1 2022, closing a stake of 30,327 shares — an estimated $1.41M sold.

TBH Global Asset Management first reported a position in FUTY in Q3 2020 and held it in 6 quarters. The position peaked at $1.41M in Q4 2021. 165 funds tracked by Wall St. Rank hold FUTY as of Q1 2022.

TBH Global Asset Management reported no remaining Fidelity MSCI Utilities Index ETF position as of Q1 2022 after selling out during the quarter.
TBH Global Asset Management sold 30,327 Fidelity MSCI Utilities Index ETF shares in Q1 2022, an estimated $1.41M.
TBH Global Asset Management first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2020 and held it in 6 quarters.
TBH Global Asset Management's Fidelity MSCI Utilities Index ETF position peaked at $1.41M in Q4 2021.
165 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q1 2022.

Based on TBH Global Asset Management's 13F filing for Q1 2022, filed 11 May 2022.