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Creekmur Asset Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Creekmur Asset 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
Q1 		– Sell
-334
Closed -$14.9K – 867
2023
Q4 		$14.9K Buy
+334
New +$14.3K ﹤0.01% 468

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MIS
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LPL Financial
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Creekmur Asset Management's FSTA Position: Q1 2024 in Review

Creekmur Asset Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2024, closing a stake of 334 shares — an estimated $14.9K sold.

Creekmur Asset Management first reported a position in FSTA in Q4 2023 and held it in 1 quarter. The position peaked at $14.9K in Q4 2023. 163 funds tracked by Wall St. Rank hold FSTA as of Q1 2024.

  • Creekmur Asset Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 334 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2024, an estimated $14.9K.
  • Creekmur Asset Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2023 and held it in 1 quarter.
  • Creekmur Asset Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $14.9K in Q4 2023.
  • 163 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2024.

Based on Creekmur Asset Management's 13F filing for Q1 2024, filed 16 May 2024.