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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

BerganKDV Wealth Management's FSTA Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2020, closing a stake of 17 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in FSTA in Q3 2018 and held it in 9 quarters. The position peaked at $4K in Q2 2020. 128 funds tracked by Wall St. Rank hold FSTA as of Q4 2020.

BerganKDV Wealth Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 17 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2020, an estimated $1K.
BerganKDV Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2018 and held it in 9 quarters.
BerganKDV Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $4K in Q2 2020.
128 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.