AGF Investments LLC’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

AGF Investments LLC’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	-38	Closed	-$2K	–	337
2022 Q2	$2K	Hold	38	–	–	﹤0.01%	369
2022 Q1	$2K	Hold	38	–	–	﹤0.01%	416
2021 Q4	$2K	Hold	38	–	–	﹤0.01%	418
2021 Q3	$2K	Hold	38	–	–	﹤0.01%	409
2021 Q2	$2K	Buy	38 +6	+19%	+$256	﹤0.01%	414
2021 Q1	$1K	Hold	32	–	–	﹤0.01%	415
2020 Q4	$1K	Hold	32	–	–	﹤0.01%	505
2020 Q3	$1K	Hold	32	–	–	﹤0.01%	544
2020 Q2	$1K	Buy	32 +14	+78%	+$485	﹤0.01%	568
2020 Q1	$1K	Sell	18 -19	-51%	-$688	﹤0.01%	580
2019 Q4	$1K	Hold	37	–	–	﹤0.01%	598
2019 Q3	$1K	Hold	37	–	–	﹤0.01%	625
2019 Q2	$1K	Hold	37	–	–	﹤0.01%	626
2019 Q1	$1K	Sell	37 -74	-67%	-$2.39K	﹤0.01%	613
2018 Q4	$3K	Hold	111	–	–	﹤0.01%	657
2018 Q3	$4K	Buy	111 +22	+25%	+$714	﹤0.01%	801
2018 Q2	$3	Buy	89 +60	+207%	+$1.84K	﹤0.01%	806
2018 Q1	$1K	Buy	+29	New	+$963	﹤0.01%	633

Other funds holding FSTA

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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 $68.3B AUM 20.5% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AGF Investments LLC's FSTA Position: Q3 2022 in Review

AGF Investments LLC sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q3 2022, closing a stake of 38 shares — an estimated $2K sold.

AGF Investments LLC first reported a position in FSTA in Q1 2018 and held it in 18 quarters. The position peaked at $4K in Q3 2018. 139 funds tracked by Wall St. Rank hold FSTA as of Q3 2022.

AGF Investments LLC reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q3 2022 after selling out during the quarter.
AGF Investments LLC sold 38 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2022, an estimated $2K.
AGF Investments LLC first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2018 and held it in 18 quarters.
AGF Investments LLC's Fidelity MSCI Consumer Staples Index ETF position peaked at $4K in Q3 2018.
139 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2022.

Based on AGF Investments LLC's 13F filing for Q3 2022, filed 10 Nov 2022.