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Fidelity msci utils index shares owned by ValMark Advisers

Quarter-by-quarter ownership of Fidelity msci utils index (FUTY) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Fidelity msci utils index

Tip: Access up to 7 years of quarterly data

All positions including Fidelity msci utils index held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci utils index by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 73k 40.86
2023-09-30 $2.7M 70k 37.92
2023-06-30 $2.8M 67k 42.28
2023-03-31 $2.8M 64k 43.82
2022-12-31 $2.8M 62k 45.58
2022-09-30 $2.4M 58k 42.22
2022-06-30 $2.5M 56k 45.12
2022-03-31 $2.3M 48k 47.92
2021-12-31 $2.0M 43k 46.32
2021-09-30 $1.6M 39k 41.15
2021-06-30 $1.4M 34k 41.02
2021-03-31 $851k 21k 41.49
2020-12-31 $696k 17k 40.58
2020-09-30 $247k 6.5k 38.01