Carroll Financial Associates’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Carroll Financial Associates’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
2021 Q4	$2K	Hold	51	–	–	﹤0.01%	1478
2021 Q3	$2K	Buy	51 +13	+34%	+$562	﹤0.01%	1554
2021 Q2	$1K	Hold	38	–	–	﹤0.01%	1628
2021 Q1	$1K	Hold	38	–	–	﹤0.01%	1563
2020 Q4	$1K	Hold	38	–	–	﹤0.01%	1452
2020 Q3	$1K	Buy	+38	New	+$1.43K	﹤0.01%	1411

Other funds holding FSTA

MIS

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carroll Financial Associates's FSTA Position: Q4 2021 in Review

Carroll Financial Associates held its Fidelity MSCI Consumer Staples Index ETF (FSTA) position steady in Q4 2021 at 51 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

Carroll Financial Associates first reported a position in FSTA in Q3 2020 and has held it in 6 quarters since. 136 funds tracked by Wall St. Rank hold FSTA as of Q4 2021.

Carroll Financial Associates held 51 shares of Fidelity MSCI Consumer Staples Index ETF worth $2K as of Q4 2021.
Carroll Financial Associates left its Fidelity MSCI Consumer Staples Index ETF share count unchanged in Q4 2021.
Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1478 holding.
Carroll Financial Associates first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2020 and has held it in 6 quarters since.
136 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.