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Comprehensive Wealth Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Comprehensive Wealth Management’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
2022
Q1 		– Sell
-4,428
Closed -$207K – 35
2021
Q4 		$207K Buy
+4,428
New +$195K 0.15% 21

Other funds holding FSTA

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Comprehensive Wealth Management's FSTA Position: Q1 2022 in Review

Comprehensive Wealth Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2022, closing a stake of 4,428 shares — an estimated $207K sold.

Comprehensive Wealth Management first reported a position in FSTA in Q4 2021 and held it in 1 quarter. The position peaked at $207K in Q4 2021. 147 funds tracked by Wall St. Rank hold FSTA as of Q1 2022.

  • Comprehensive Wealth Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Wealth Management sold 4,428 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2022, an estimated $207K.
  • Comprehensive Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2021 and held it in 1 quarter.
  • Comprehensive Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $207K in Q4 2021.
  • 147 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2022.

Based on Comprehensive Wealth Management's 13F filing for Q1 2022, filed 12 Jan 2024.