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Fidelity msci utils index shares owned by Beaumont Financial Advisors

Quarter-by-quarter ownership of Fidelity msci utils index (FUTY) shares owned by Beaumont Financial Advisors from 13F filings

Historical chart of Beaumont Financial Advisors investment in Fidelity msci utils index

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci utils index held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci utils index by Beaumont Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.4M 58k 40.86
2023-09-30 $943k 25k 37.92
2022-12-31 $2.4M 52k 45.58

More positions owned by Beaumont Financial Advisors

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Core S&p Md Cap (IJH)
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J P Morgan Exchange Traded Us Qualty Fctr (JQUA)
Amazon (AMZN)
McDonald's Corporation (MCD)
Ishares Tr S&P SML 600 GRTH (IJT)
Lowe's Companies (LOW)
J P Morgan Exchange Traded Equity Focus Etf (JPEF)
Fidelity Covington Trust New Millenium (FFLC)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Beaumont Financial Advisors

Top funds holding Fidelity msci utils index

Bank of America Corporation
AE Wealth Management
Lido Advisors
Commonwealth Equity Services
Advisor Group Holdings
Cambridge Investment Research Advisors
Brookstone Capital Management
IFG Advisory
Goldman Sachs Group
Advisory Services Network
Estate Counselors
Richard C. Young & Co
Dynamic Advisors Solutions
ValMark Advisers
Conrad Siegel Investment Advisors

View all funds holding Fidelity msci utils index