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Destiny Wealth Partners’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Destiny Wealth Partners’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
Q1 		– Sell
-250,709
Closed -$11.2M – 341
2022
Q4 		$11.2M Buy
250,709
+9,514
+4% +$418K 2.43% 9
2022
Q3 		$9.68M Buy
241,195
+22,467
+10% +$990K 2.17% 12
2022
Q2 		$9.46M Buy
+218,728
New +$9.87M 2.09% 12

Other funds holding FSTA

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Destiny Wealth Partners's FSTA Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2023, closing a stake of 250,709 shares — an estimated $11.2M sold.

Destiny Wealth Partners first reported a position in FSTA in Q2 2022 and held it in 3 quarters. The position peaked at $11.2M in Q4 2022. 160 funds tracked by Wall St. Rank hold FSTA as of Q1 2023.

  • Destiny Wealth Partners reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2023 after selling out during the quarter.
  • Destiny Wealth Partners sold 250,709 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2023, an estimated $11.2M.
  • Destiny Wealth Partners first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2022 and held it in 3 quarters.
  • Destiny Wealth Partners's Fidelity MSCI Consumer Staples Index ETF position peaked at $11.2M in Q4 2022.
  • 160 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.