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

Valeo Financial Advisors’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
Q2 		– Sell
-1,739
Closed -$72K – 1001
2021
Q1 		$72K Buy
+1,739
New +$70.1K ﹤0.01% 728

Other funds holding FUTY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Valeo Financial Advisors's FUTY Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2021, closing a stake of 1,739 shares — an estimated $72K sold.

Valeo Financial Advisors first reported a position in FUTY in Q1 2021 and held it in 1 quarter. The position peaked at $72K in Q1 2021. 138 funds tracked by Wall St. Rank hold FUTY as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,739 Fidelity MSCI Utilities Index ETF shares in Q2 2021, an estimated $72K.
  • Valeo Financial Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q1 2021 and held it in 1 quarter.
  • Valeo Financial Advisors's Fidelity MSCI Utilities Index ETF position peaked at $72K in Q1 2021.
  • 138 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.