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

Avior Wealth Management’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 Q3	–	Sell	-325	Closed	-$15.4K	–	2349
2024 Q2	$15.4K	Sell	325 -3,336	-91%	-$158K	﹤0.01%	1400
2024 Q1	$174K	Buy	+3,661	New	+$168K	0.01%	753
2021 Q1	–	Sell	-285	Closed	-$11K	–	1057
2020 Q4	$11K	Buy	+285	New	+$11.3K	﹤0.01%	698
2019 Q4	–	Sell	-126	Closed	-$4K	–	817
2019 Q3	$4K	Buy	+126	New	+$4.53K	﹤0.01%	633

Other funds holding FSTA

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

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

MIS

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

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

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

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

Avior Wealth Management's FSTA Position: Q3 2024 in Review

Avior Wealth Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q3 2024, closing a stake of 325 shares — an estimated $15.4K sold.

Avior Wealth Management first reported a position in FSTA in Q3 2019 and held it in 4 quarters. The position peaked at $174K in Q1 2024. 169 funds tracked by Wall St. Rank hold FSTA as of Q3 2024.

Avior Wealth Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q3 2024 after selling out during the quarter.
Avior Wealth Management sold 325 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2024, an estimated $15.4K.
Avior Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2019 and held it in 4 quarters.
Avior Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $174K in Q1 2024.
169 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.