Schmidt P J Investment Management Inc Fidelity Covington Tr Msci Uti Transaction History

Schmidt P J Investment Management Inc

  • $547 Million
  • Q2 2024

A detailed history of Schmidt P J Investment Management Inc transactions in Fidelity Covington Tr Msci Uti stock. As of the latest transaction made, Schmidt P J Investment Management Inc holds 12,985 shares of FUTY stock, worth $677,687. This represents 0.1% of its overall portfolio holdings.

Number of Shares
12,985
Previous 13,402 3.11%
Holding current value
$677,687
Previous $568,000 0.35%
% of portfolio
0.1%
Previous 0.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024
SELL
$40.5 - $47.0 $16,888 - $19,599
-417 Reduced 3.11%
12,985 $570,000
Q1 2024

Apr 26, 2024
BUY
$38.61 - $42.42 $46,911 - $51,540
1,215 Added 9.97%
13,402 $568,000
Q4 2023

Jan 29, 2024
SELL
$36.18 - $42.29 $61,071 - $71,385
-1,688 Reduced 12.17%
12,187 $497,000
Q3 2023

Oct 20, 2023
SELL
$37.86 - $44.18 $3,596 - $4,197
-95 Reduced 0.68%
13,875 $526,000
Q2 2023

Jul 26, 2023
SELL
$41.65 - $45.15 $20,033 - $21,717
-481 Reduced 3.33%
13,970 $590,000
Q1 2023

Apr 28, 2023
BUY
$41.24 - $46.68 $54,436 - $61,617
1,320 Added 10.05%
14,451 $633,000
Q4 2022

Feb 01, 2023
BUY
$39.83 - $46.97 $87,068 - $102,676
2,186 Added 19.97%
13,131 $598,000
Q3 2022

Oct 24, 2022
BUY
$42.22 - $50.2 $60,332 - $71,735
1,429 Added 15.02%
10,945 $449,000
Q2 2022

Aug 24, 2022
BUY
$41.6 - $49.41 $395,865 - $470,185
9,516 New
9,516 $466,000

Others Institutions Holding FUTY

# of Institutions
186
Shares Held
10.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIDELITY COVINGTON TR MSCI UTI

FUTY Quotes by TradingView
  • Ticker FUTY
  • Sector ETFs
  • Industry ETFs
More about FUTY
Track This Portfolio

Track Schmidt P J Investment Management Inc Portfolio

Follow Schmidt P J Investment Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schmidt P J Investment Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Schmidt P J Investment Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email