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

Birchcreek 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 Q4	–	Sell	-5,298	Closed	-$226K	–	141
2023 Q3	$226K	Sell	5,298 -6,861	-56%	-$309K	0.15%	122
2023 Q2	$552K	Sell	12,159 -4,526	-27%	-$206K	0.39%	67
2023 Q1	$753K	Sell	16,685 -3,599	-18%	-$159K	0.6%	45
2022 Q4	$909K	Sell	20,284 -83	-0.4%	-$3.65K	0.81%	36
2022 Q3	$818K	Sell	20,367 -4,348	-18%	-$192K	0.76%	40
2022 Q2	$1.07M	Buy	24,715 +11,331	+85%	+$511K	0.96%	28
2022 Q1	$614K	Buy	13,384 +590	+5%	+$26.8K	0.54%	47
2021 Q4	$597K	Buy	12,794 +235	+2%	+$10.3K	0.52%	49
2021 Q3	$526K	Buy	12,559 +1,130	+10%	+$48.8K	0.49%	51
2021 Q2	$487K	Sell	11,429 -100	-0.9%	-$4.27K	0.47%	50
2021 Q1	$480K	Buy	11,529 +11,007	+2,109%	+$441K	0.51%	50
2020 Q4	$21K	Buy	+522	New	+$20.7K	0.02%	304

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

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 22.9% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

AWMS

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

Birchcreek Wealth Management's FSTA Position: Q4 2023 in Review

Birchcreek Wealth Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2023, closing a stake of 5,298 shares — an estimated $226K sold.

Birchcreek Wealth Management first reported a position in FSTA in Q4 2020 and held it in 12 quarters. The position peaked at $1.07M in Q2 2022. 163 funds tracked by Wall St. Rank hold FSTA as of Q4 2023.

Birchcreek Wealth Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2023 after selling out during the quarter.
Birchcreek Wealth Management sold 5,298 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2023, an estimated $226K.
Birchcreek Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2020 and held it in 12 quarters.
Birchcreek Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $1.07M in Q2 2022.
163 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2023.

Based on Birchcreek Wealth Management's 13F filing for Q4 2023, filed 5 Feb 2024.