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Fidelity msci utils index shares owned by Sage Mountain Advisors

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

Historical chart of Sage Mountain 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 Sage Mountain 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 Sage Mountain Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $19k 392 48.77
2024-09-30 $20k 392 51.82

More positions owned by Sage Mountain Advisors

Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Intl Qualty (IQLT)
Golub Capital BDC (GBDC)
Apple (AAPL)
Spdr Ser Tr Msci Usa Strtgic (QUS)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Copart (CPRT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Sage Mountain Advisors

Top funds holding Fidelity msci utils index

Bank of America Corporation
AE Wealth Management
Lido Advisors
Demars Financial Group
LPL Financial
Kestra Advisory Services
Commonwealth Equity Services
Aptus Capital Advisors
Cambridge Investment Research Advisors
Morgan Stanley
HighTower Advisors
Advisor Group Holdings
Two Sigma Investments
IFG Advisory
UBS Group

View all funds holding Fidelity msci utils index