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

ACG Wealth’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
2022 Q3	–	Sell	-555	Closed	-$24K	–	521
2022 Q2	$24K	Buy	+555	New	+$25K	﹤0.01%	543
2021 Q2	–	Sell	-7,600	Closed	-$316K	–	327
2021 Q1	$316K	Sell	7,600 -2,597	-25%	-$104K	0.04%	240
2020 Q4	$415K	Buy	10,197 +1,343	+15%	+$53.2K	0.06%	201
2020 Q3	$338K	Buy	8,854 +570	+7%	+$21.4K	0.05%	206
2020 Q2	$289K	Buy	8,284 +433	+6%	+$15K	0.05%	215
2020 Q1	$254K	Sell	7,851 -10,621	-57%	-$384K	0.05%	246
2019 Q4	$696K	Sell	18,472 -5,931	-24%	-$218K	0.1%	168
2019 Q3	$893K	Sell	24,403 -6,409	-21%	-$230K	0.13%	142
2019 Q2	$1.07M	Buy	+30,812	New	+$1.06M	0.14%	139

Other funds holding FSTA

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ACG Wealth's FSTA Position: Q3 2022 in Review

ACG Wealth sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q3 2022, closing a stake of 555 shares — an estimated $24K sold.

ACG Wealth first reported a position in FSTA in Q2 2019 and held it in 9 quarters. The position peaked at $1.07M in Q2 2019. 139 funds tracked by Wall St. Rank hold FSTA as of Q3 2022.

ACG Wealth reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 555 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2022, an estimated $24K.
ACG Wealth first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2019 and held it in 9 quarters.
ACG Wealth's Fidelity MSCI Consumer Staples Index ETF position peaked at $1.07M in Q2 2019.
139 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.