Cerity Partners
FSTA icon

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

Cerity Partners’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
-10,160
Closed -$453K – 2303
2023
Q4 		$453K Buy
+10,160
New +$435K ﹤0.01% 1314

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MIS
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Osaic Holdings
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KAS
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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

Cerity Partners's FSTA Position: Q1 2024 in Review

Cerity Partners sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2024, closing a stake of 10,160 shares — an estimated $453K sold.

Cerity Partners first reported a position in FSTA in Q4 2023 and held it in 1 quarter. The position peaked at $453K in Q4 2023. 163 funds tracked by Wall St. Rank hold FSTA as of Q1 2024.

  • Cerity Partners reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2024 after selling out during the quarter.
  • Cerity Partners sold 10,160 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2024, an estimated $453K.
  • Cerity Partners first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2023 and held it in 1 quarter.
  • Cerity Partners's Fidelity MSCI Consumer Staples Index ETF position peaked at $453K in Q4 2023.
  • 163 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2024.

Based on Cerity Partners's 13F filing for Q1 2024, filed 14 May 2024.