Crumly & Associates’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Crumly & Associates’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
2023 Q4	–	Sell	-57,504	Closed	-$2.45M	–	128
2023 Q3	$2.45M	Buy	57,504 +3,187	+6%	+$143K	0.96%	37
2023 Q2	$2.47M	Buy	54,317 +17,324	+47%	+$789K	0.99%	34
2023 Q1	$1.67M	Buy	+36,993	New	+$1.64M	0.73%	36

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Crumly & Associates's FSTA Position: Q4 2023 in Review

Crumly & Associates sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2023, closing a stake of 57,504 shares — an estimated $2.45M sold.

Crumly & Associates first reported a position in FSTA in Q1 2023 and held it in 3 quarters. The position peaked at $2.47M in Q2 2023. 163 funds tracked by Wall St. Rank hold FSTA as of Q4 2023.

Crumly & Associates reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2023 after selling out during the quarter.
Crumly & Associates sold 57,504 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2023, an estimated $2.45M.
Crumly & Associates first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2023 and held it in 3 quarters.
Crumly & Associates's Fidelity MSCI Consumer Staples Index ETF position peaked at $2.47M in Q2 2023.
163 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2023.

Based on Crumly & Associates's 13F filing for Q4 2023, filed 29 Jan 2024.