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Atlas Financial Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Atlas Financial 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
2023
Q4 		– Sell
-6,053
Closed -$258K – 35
2023
Q3 		$258K Buy
+6,053
New +$272K 0.2% 37

Other funds holding FSTA

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Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Atlas Financial Advisors's FSTA Position: Q4 2023 in Review

Atlas Financial Advisors sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2023, closing a stake of 6,053 shares — an estimated $258K sold.

Atlas Financial Advisors first reported a position in FSTA in Q3 2023 and held it in 1 quarter. The position peaked at $258K in Q3 2023. 163 funds tracked by Wall St. Rank hold FSTA as of Q4 2023.

  • Atlas Financial Advisors reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2023 after selling out during the quarter.
  • Atlas Financial Advisors sold 6,053 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2023, an estimated $258K.
  • Atlas Financial Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2023 and held it in 1 quarter.
  • Atlas Financial Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $258K in Q3 2023.
  • 163 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2023.

Based on Atlas Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.