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Accel Wealth Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Accel Wealth Management’s Portfolio FSTA Stock Details FSTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,053
Closed -$47.5K – 417
2023
Q1 		$47.5K Sell
1,053
-165
-14% -$7.3K 0.02% 499
2022
Q4 		$54.6K Buy
1,218
+1
+0.1% +$44 0.03% 339
2022
Q3 		$51K Buy
1,217
+2
+0.2% +$88 0.03% 357
2022
Q2 		$53K Buy
1,215
+1
+0.1% +$45 0.03% 335
2022
Q1 		$56K Buy
1,214
+2
+0.2% +$91 0.03% 349
2021
Q4 		$57K Buy
1,212
+261
+27% +$11.5K 0.03% 361
2021
Q3 		$40K Sell
951
-258
-21% -$11.1K 0.03% 359
2021
Q2 		$52K Buy
1,209
+2
+0.2% +$85 0.03% 332
2021
Q1 		$50K Buy
1,207
+1
+0.1% +$40 0.04% 316
2020
Q4 		$49K Buy
+1,206
New +$47.8K 0.05% 298

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Accel Wealth Management's FSTA Position: Q2 2023 in Review

Accel Wealth Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2023, closing a stake of 1,053 shares — an estimated $47.5K sold.

Accel Wealth Management first reported a position in FSTA in Q4 2020 and held it in 10 quarters. The position peaked at $57K in Q4 2021. 166 funds tracked by Wall St. Rank hold FSTA as of Q2 2023.

  • Accel Wealth Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 1,053 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2023, an estimated $47.5K.
  • Accel Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $57K in Q4 2021.
  • 166 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.