Beaumont Capital Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Beaumont Capital 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	-238,350	Closed	-$10.8M	–	41
2023 Q2	$10.8M	Buy	+238,350	New	+$10.9M	7.52%	6
2021 Q4	–	Sell	-4,880	Closed	-$204K	–	48
2021 Q3	$204K	Buy	+4,880	New	+$211K	0.17%	36

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 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

MIS

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Beaumont Capital Management's FSTA Position: Q3 2023 in Review

Beaumont Capital Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q3 2023, closing a stake of 238,350 shares — an estimated $10.8M sold.

Beaumont Capital Management first reported a position in FSTA in Q3 2021 and held it in 2 quarters. The position peaked at $10.8M in Q2 2023. 168 funds tracked by Wall St. Rank hold FSTA as of Q3 2023.

Beaumont Capital Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q3 2023 after selling out during the quarter.
Beaumont Capital Management sold 238,350 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2023, an estimated $10.8M.
Beaumont Capital Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2021 and held it in 2 quarters.
Beaumont Capital Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $10.8M in Q2 2023.
168 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2023.

Based on Beaumont Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.