CWM
FSTA icon

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

Congress 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
2024
Q4 		– Sell
-6,755
Closed -$345K – 890
2024
Q3 		$345K Buy
+6,755
New +$335K ﹤0.01% 703

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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 $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $872M AUM 23.02% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.81B AUM 32.31% 1-Year Est. Return

Congress Wealth Management's FSTA Position: Q4 2024 in Review

Congress Wealth Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2024, closing a stake of 6,755 shares — an estimated $345K sold.

Congress Wealth Management first reported a position in FSTA in Q3 2024 and held it in 1 quarter. The position peaked at $345K in Q3 2024. 181 funds tracked by Wall St. Rank hold FSTA as of Q4 2024.

  • Congress Wealth Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2024 after selling out during the quarter.
  • Congress Wealth Management sold 6,755 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2024, an estimated $345K.
  • Congress Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2024 and held it in 1 quarter.
  • Congress Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $345K in Q3 2024.
  • 181 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.