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

Axxcess 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
2023
Q3 		– Sell
-27,185
Closed -$1.23M – 814
2023
Q2 		$1.23M Buy
+27,185
New +$1.24M 0.09% 194

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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Axxcess Wealth Management's FSTA Position: Q3 2023 in Review

Axxcess Wealth Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q3 2023, closing a stake of 27,185 shares — an estimated $1.23M sold.

Axxcess Wealth Management first reported a position in FSTA in Q2 2023 and held it in 1 quarter. The position peaked at $1.23M in Q2 2023. 168 funds tracked by Wall St. Rank hold FSTA as of Q3 2023.

  • Axxcess Wealth Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q3 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 27,185 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2023, an estimated $1.23M.
  • Axxcess Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $1.23M in Q2 2023.
  • 168 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2023.

Based on Axxcess Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.