Truist Financial’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Truist Financial’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 Q2	–	Sell	-268,165	Closed	-$12.8M	–	2678
2022 Q1	$12.8M	Buy	268,165 +59,959	+29%	+$2.68M	0.02%	559
2021 Q4	$9.64M	Buy	208,206 +18,468	+10%	+$806K	0.01%	653
2021 Q3	$7.81M	Sell	189,738 -1,377	-0.7%	-$59.4K	0.01%	721
2021 Q2	$7.84M	Buy	191,115 +45,025	+31%	+$1.91M	0.01%	721
2021 Q1	$6.06M	Buy	146,090 +141,016	+2,779%	+$5.68M	0.01%	774
2020 Q4	$206K	Sell	5,074 -44,818	-90%	-$1.82M	﹤0.01%	2371
2020 Q3	$1.89M	Buy	49,892 +3,588	+8%	+$137K	﹤0.01%	1087
2020 Q2	$1.69M	Buy	46,304 +4,237	+10%	+$158K	﹤0.01%	1101
2020 Q1	$1.51M	Buy	42,067 +5,100	+14%	+$212K	﹤0.01%	1092
2019 Q4	$1.56M	Buy	+36,967	New	+$1.54M	﹤0.01%	1238

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

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

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

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

BCM

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

Truist Financial's FUTY Position: Q2 2022 in Review

Truist Financial sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2022, closing a stake of 268,165 shares — an estimated $12.8M sold.

Truist Financial first reported a position in FUTY in Q4 2019 and held it in 10 quarters. The position peaked at $12.8M in Q1 2022. 173 funds tracked by Wall St. Rank hold FUTY as of Q2 2022.

Truist Financial reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2022 after selling out during the quarter.
Truist Financial sold 268,165 Fidelity MSCI Utilities Index ETF shares in Q2 2022, an estimated $12.8M.
Truist Financial first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2019 and held it in 10 quarters.
Truist Financial's Fidelity MSCI Utilities Index ETF position peaked at $12.8M in Q1 2022.
173 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2022.

Based on Truist Financial's 13F filing for Q2 2022, filed 22 Jul 2022.