Cornerstone Planning Group’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Cornerstone Planning Group’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	-67	Closed	-$3.33K	–	1436
2024 Q3	$3.33K	Hold	67	–	–	﹤0.01%	657
2024 Q2	$3.19K	Sell	67 -24	-26%	-$1.14K	﹤0.01%	666
2024 Q1	$4.29K	Sell	91 -208	-70%	-$9.54K	﹤0.01%	542
2023 Q4	$13.3K	Sell	299 -174	-37%	-$7.45K	﹤0.01%	376
2023 Q3	$20.1K	Sell	473 -255	-35%	-$11.5K	0.01%	305
2023 Q2	$33.1K	Buy	+728	New	+$33.2K	0.01%	324
2022 Q4	$101K	Buy	+2,325	New	+$102K	0.04%	150

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cornerstone Planning Group's FSTA Position: Q4 2024 in Review

Cornerstone Planning Group sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2024, closing a stake of 67 shares — an estimated $3.33K sold.

Cornerstone Planning Group first reported a position in FSTA in Q4 2022 and held it in 7 quarters. The position peaked at $101K in Q4 2022. 181 funds tracked by Wall St. Rank hold FSTA as of Q4 2024.

Cornerstone Planning Group reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2024 after selling out during the quarter.
Cornerstone Planning Group sold 67 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2024, an estimated $3.33K.
Cornerstone Planning Group first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2022 and held it in 7 quarters.
Cornerstone Planning Group's Fidelity MSCI Consumer Staples Index ETF position peaked at $101K in Q4 2022.
181 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2024.

Based on Cornerstone Planning Group's 13F filing for Q4 2024, filed 29 Jan 2025.