AGWCA
FSTA icon

Annis Gardner Whiting Capital Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2024
Q2 		– Sell
-700
Closed -$33.3K – 958
2024
Q1 		$33.3K Hold
700
– – 0.01% 453
2023
Q4 		$31.3K Buy
+700
New +$30K 0.01% 354

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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's FSTA Position: Q2 2024 in Review

Annis Gardner Whiting Capital Advisors sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2024, closing a stake of 700 shares — an estimated $33.3K sold.

Annis Gardner Whiting Capital Advisors first reported a position in FSTA in Q4 2023 and held it in 2 quarters. The position peaked at $33.3K in Q1 2024. 153 funds tracked by Wall St. Rank hold FSTA as of Q2 2024.

  • Annis Gardner Whiting Capital Advisors reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2024 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 700 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2024, an estimated $33.3K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2023 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $33.3K in Q1 2024.
  • 153 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2024.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.