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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
2024-09-30 $2.7M 53k 51.82
2024-06-30 $2.4M 55k 43.96
2024-03-31 $2.3M 55k 42.42
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

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Ishares Core S&p 500 Etf Etf (IVV)
Jpmorgan Active Growth Etf Etf (JGRO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Amazon Stock (AMZN)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Lowes Cos Stock (LOW)
Vanguard Growth Etf Etf (VUG)
Mcdonalds Corp Stock (MCD)

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
LPL Financial
Kestra Advisory Services
Advisor Group Holdings
Cambridge Investment Research Advisors
Morgan Stanley
Envestnet Asset Management
HighTower Advisors
Brookstone Capital Management
Northwestern Mutual Wealth Management Company
IFG Advisory
Traphagen Investment Advisors

View all funds holding Fidelity msci utils index