Fidelity msci utils index shares owned by Lifeworks Advisors
Quarter-by-quarter ownership of Fidelity msci utils index (FUTY) shares owned by Lifeworks Advisors
from 13F filings
Historical chart of Lifeworks Advisors investment in Fidelity msci utils index
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Quarterly reported holdings in Fidelity msci utils index by Lifeworks Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 34k | 56.47 |
| 2025-06-30 | $1.7M | 33k | 52.60 |
| 2025-03-31 | $1.7M | 34k | 50.95 |
| 2024-12-31 | $1.5M | 31k | 48.77 |
| 2024-09-30 | $383k | 7.4k | 51.82 |
| 2024-06-30 | $287k | 6.5k | 43.96 |
| 2024-03-31 | $235k | 5.5k | 42.42 |
| 2023-12-31 | $232k | 5.7k | 40.86 |
| 2023-09-30 | $898k | 24k | 37.92 |
| 2023-06-30 | $842k | 20k | 42.28 |
| 2023-03-31 | $840k | 19k | 43.82 |
| 2022-12-31 | $948k | 21k | 45.58 |
| 2022-09-30 | $894k | 21k | 43.31 |