Cary Street Partners Investment Advisory’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Cary Street Partners Investment Advisory’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 Q2	–	Sell	-2	Closed	-$90	–	1762
2023 Q1	$90	Buy	+2	New	+$89	﹤0.01%	1656

Other funds holding FSTA

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

MIS

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

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $81M AUM 17.14% 1-Year Est. Return

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

Cary Street Partners Investment Advisory's FSTA Position: Q2 2023 in Review

Cary Street Partners Investment Advisory sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2023, closing a stake of 2 shares — an estimated $90 sold.

Cary Street Partners Investment Advisory first reported a position in FSTA in Q1 2023 and held it in 1 quarter. The position peaked at $90 in Q1 2023. 167 funds tracked by Wall St. Rank hold FSTA as of Q2 2023.

Cary Street Partners Investment Advisory reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 2 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2023, an estimated $90.
Cary Street Partners Investment Advisory first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2023 and held it in 1 quarter.
Cary Street Partners Investment Advisory's Fidelity MSCI Consumer Staples Index ETF position peaked at $90 in Q1 2023.
167 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.