BOK Financial Private Wealth’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

BOK Financial Private Wealth’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	-118	Closed	-$5.28K	–	494
2023 Q4	$5.28K	Buy	+118	New	+$5.05K	﹤0.01%	396
2023 Q1	–	Sell	-315	Closed	-$14.1K	–	472
2022 Q4	$14.1K	Buy	+315	New	+$13.8K	﹤0.01%	310
2020 Q1	–	Sell	-5,612	Closed	-$212K	–	194
2019 Q4	$212K	Buy	+5,612	New	+$206K	0.02%	179

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

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

MIS

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

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

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

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

BOK Financial Private Wealth's FSTA Position: Q1 2024 in Review

BOK Financial Private Wealth sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2024, closing a stake of 118 shares — an estimated $5.28K sold.

BOK Financial Private Wealth first reported a position in FSTA in Q4 2019 and held it in 3 quarters. The position peaked at $212K in Q4 2019. 163 funds tracked by Wall St. Rank hold FSTA as of Q1 2024.

BOK Financial Private Wealth reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2024 after selling out during the quarter.
BOK Financial Private Wealth sold 118 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2024, an estimated $5.28K.
BOK Financial Private Wealth first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2019 and held it in 3 quarters.
BOK Financial Private Wealth's Fidelity MSCI Consumer Staples Index ETF position peaked at $212K in Q4 2019.
163 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2024.

Based on BOK Financial Private Wealth's 13F filing for Q1 2024, filed 1 May 2024.