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

BKM 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
2024
Q1 		– Sell
-2,490
Closed -$111K – 321
2023
Q4 		$111K Buy
+2,490
New +$107K 0.05% 193

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

BKM Wealth Management's FSTA Position: Q1 2024 in Review

BKM Wealth Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2024, closing a stake of 2,490 shares — an estimated $111K sold.

BKM Wealth Management first reported a position in FSTA in Q4 2023 and held it in 1 quarter. The position peaked at $111K in Q4 2023. 163 funds tracked by Wall St. Rank hold FSTA as of Q1 2024.

  • BKM Wealth Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 2,490 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2024, an estimated $111K.
  • BKM Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $111K in Q4 2023.
  • 163 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.