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Avalon Investment & Advisory’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Avalon Investment & Advisory’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
Q1 		$280K Hold
6,210
– – 0.01% 284
2022
Q4 		$278K Buy
+6,210
New +$273K 0.01% 284

Other funds holding FSTA

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Avalon Investment & Advisory's FSTA Position: Q1 2023 in Review

Avalon Investment & Advisory held its Fidelity MSCI Consumer Staples Index ETF (FSTA) position steady in Q1 2023 at 6,210 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #284.

Avalon Investment & Advisory first reported a position in FSTA in Q4 2022 and has held it in 2 quarters since. 161 funds tracked by Wall St. Rank hold FSTA as of Q1 2023.

  • Avalon Investment & Advisory held 6,210 shares of Fidelity MSCI Consumer Staples Index ETF worth $280K as of Q1 2023.
  • Avalon Investment & Advisory left its Fidelity MSCI Consumer Staples Index ETF share count unchanged in Q1 2023.
  • Fidelity MSCI Consumer Staples Index ETF made up 0.01% of Avalon Investment & Advisory's portfolio in Q1 2023, its #284 holding.
  • Avalon Investment & Advisory first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2022 and has held it in 2 quarters since.
  • 161 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.