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Coppell Advisory Solutions’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-22
Closed -$1.04K – 1905
2024
Q2 		$1.04K Buy
+22
New +$1.04K ﹤0.01% 1496
2023
Q4 		$982 Buy
+22
New +$942 ﹤0.01% 1417
2023
Q3 		– Sell
-205
Closed -$9.22K – 1317
2023
Q2 		$9.22K Buy
+205
New +$9.34K ﹤0.01% 709

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
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 $85.1B AUM 27.35% 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

Coppell Advisory Solutions's FSTA Position: Q3 2024 in Review

Coppell Advisory Solutions sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q3 2024, closing a stake of 22 shares — an estimated $1.04K sold.

Coppell Advisory Solutions first reported a position in FSTA in Q2 2023 and held it in 3 quarters. The position peaked at $9.22K in Q2 2023. 169 funds tracked by Wall St. Rank hold FSTA as of Q3 2024.

  • Coppell Advisory Solutions reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q3 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 22 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2024, an estimated $1.04K.
  • Coppell Advisory Solutions first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2023 and held it in 3 quarters.
  • Coppell Advisory Solutions's Fidelity MSCI Consumer Staples Index ETF position peaked at $9.22K in Q2 2023.
  • 169 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2024.

Based on Coppell Advisory Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.