FUTY shares owned by Trail Ridge Investment Advisors - Historical positions on stockzoa.com
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Fidelity msci utils index shares owned by Trail Ridge Investment Advisors

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

Historical chart of Trail Ridge Investment Advisors investment in Fidelity msci utils index

Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 2024200k300k400k500k600k4k6k8k10k12k14k
Value ($)Share countHistorical FUTY position of Trail Ridge Investment … Source: stockzoa.comValue ($)Share count

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All positions including Fidelity msci utils index held by Trail Ridge Investment 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 Trail Ridge Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $545k 10k 52.61
2024-06-30 $445k 10k 43.96
2024-03-31 $400k 9.4k 42.42
2023-12-31 $337k 8.3k 40.86
2023-09-30 $275k 7.2k 37.92
2023-06-30 $412k 9.7k 42.28
2023-03-31 $415k 9.5k 43.82
2022-12-31 $620k 14k 45.58
2022-09-30 $499k 11k 44.13
2022-06-30 $396k 8.8k 45.16
2022-03-31 $412k 8.6k 47.91
2021-12-31 $214k 4.6k 46.23