Fidelity msci utils index shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Fidelity msci utils index (FUTY) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Fidelity msci utils index
Tip: Access up to 7 years of quarterly data
All positions including Fidelity msci utils index held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Fidelity msci utils index by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4k | 32 | 42.41 |
| 2023-12-31 | $1.3k | 32 | 40.88 |
| 2023-09-30 | $2.4k | 63 | 37.92 |
| 2023-06-30 | $3.3k | 79 | 42.28 |
| 2023-03-31 | $3.7k | 84 | 43.82 |
| 2022-12-31 | $17k | 364 | 45.58 |
| 2022-06-30 | $4.0k | 84 | 47.62 |
| 2022-03-31 | $4.0k | 84 | 47.62 |
| 2021-12-31 | $9.0k | 203 | 44.34 |
| 2021-09-30 | $2.0k | 54 | 37.04 |
| 2021-06-30 | $4.0k | 96 | 41.67 |
| 2021-03-31 | $7.0k | 176 | 39.77 |
| 2020-12-31 | $1.0k | 31 | 32.26 |