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

Clarity Financial’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 Q4	–	Sell	-5,669	Closed	-$241K	–	117
2023 Q3	$241K	Sell	5,669 -174	-3%	-$7.83K	0.04%	107
2023 Q2	$265K	Buy	+5,843	New	+$266K	0.04%	93
2023 Q1	–	Sell	-6,346	Closed	-$284K	–	49
2022 Q4	$284K	Sell	6,346 -10,216	-62%	-$449K	0.05%	78
2022 Q3	$665K	Sell	16,562 -3,986	-19%	-$176K	0.16%	49
2022 Q2	$889K	Sell	20,548 -619	-3%	-$27.9K	0.19%	50
2022 Q1	$971K	Sell	21,167 -975	-4%	-$44.3K	0.2%	51
2021 Q4	$1.03M	Sell	22,142 -164	-0.7%	-$7.22K	0.16%	62
2021 Q3	$934K	Sell	22,306 -1,177	-5%	-$50.8K	0.15%	67
2021 Q2	$1M	Sell	23,483 -54	-0.2%	-$2.3K	0.19%	62
2021 Q1	$979K	Sell	23,537 -2,514	-10%	-$101K	0.2%	64
2020 Q4	$1.06M	Buy	+26,051	New	+$1.03M	0.25%	55

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

MIS

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Clarity Financial's FSTA Position: Q4 2023 in Review

Clarity Financial sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2023, closing a stake of 5,669 shares — an estimated $241K sold.

Clarity Financial first reported a position in FSTA in Q4 2020 and held it in 11 quarters. The position peaked at $1.06M in Q4 2020. 163 funds tracked by Wall St. Rank hold FSTA as of Q4 2023.

Clarity Financial reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2023 after selling out during the quarter.
Clarity Financial sold 5,669 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2023, an estimated $241K.
Clarity Financial first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2020 and held it in 11 quarters.
Clarity Financial's Fidelity MSCI Consumer Staples Index ETF position peaked at $1.06M in Q4 2020.
163 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2023.

Based on Clarity Financial's 13F filing for Q4 2023, filed 12 Jan 2024.