BWM
FSTA icon

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

BerganKDV 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
2020
Q4 		– Sell
-17
Closed -$1K – 970
2020
Q3 		$1K Sell
17
-95
-85% -$3.57K ﹤0.01% 800
2020
Q2 		$4K Buy
112
+95
+559% +$3.29K ﹤0.01% 653
2020
Q1 		$1K Hold
17
– – ﹤0.01% 823
2019
Q4 		$1K Hold
17
– – ﹤0.01% 847
2019
Q3 		$1K Buy
17
+1
+6% +$36 ﹤0.01% 659
2019
Q2 		$1K Hold
16
– – ﹤0.01% 699
2019
Q1 		$1K Hold
16
– – ﹤0.01% 694
2018
Q4 		$0 Hold
16
– – ﹤0.01% 701
2018
Q3 		$1K Buy
+16
New +$519 ﹤0.01% 604

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return