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FSTA icon

CEDRUS’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

CEDRUS’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
Q3 		$1.47M Buy
28,824
+5,276
+22% +$261K 0.55% 37
2024
Q2 		$1.12M Buy
23,548
+1,451
+7% +$68.7K 0.56% 34
2024
Q1 		$1.05M Buy
22,097
+1,583
+8% +$72.6K 0.57% 32
2023
Q4 		$916K Buy
20,514
+3,731
+22% +$160K 0.57% 32
2023
Q3 		$715K Buy
16,783
+9,020
+116% +$406K 0.51% 37
2023
Q2 		$353K Sell
7,763
-178
-2% -$8.11K 0.25% 92
2023
Q1 		$359K Buy
+7,941
New +$352K 0.25% 86

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

CEDRUS's FSTA Position: Q3 2024 in Review

CEDRUS increased its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 22% in Q3 2024, buying an estimated $261K and bringing the position to 28,824 shares worth $1.47M. The position accounts for 0.55% of the portfolio, ranked #37.

CEDRUS first reported a position in FSTA in Q1 2023 and has held it in 7 quarters since. 169 funds tracked by Wall St. Rank hold FSTA as of Q3 2024.

  • CEDRUS held 28,824 shares of Fidelity MSCI Consumer Staples Index ETF worth $1.47M as of Q3 2024.
  • CEDRUS bought 5,276 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2024, an estimated $261K.
  • Fidelity MSCI Consumer Staples Index ETF made up 0.55% of CEDRUS's portfolio in Q3 2024, its #37 holding.
  • CEDRUS first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2023 and has held it in 7 quarters since.
  • 169 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.