Disciplined Investments’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Disciplined Investments’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
2021 Q3	–	Sell	-53	Closed	-$2K	–	440
2021 Q2	$2K	Hold	53	–	–	﹤0.01%	378
2021 Q1	$2K	Buy	53 +1	+2%	+$40	﹤0.01%	331
2020 Q4	$2K	Hold	52	–	–	﹤0.01%	284
2020 Q3	$2K	Hold	52	–	–	﹤0.01%	342
2020 Q2	$2K	Buy	+52	New	+$1.8K	﹤0.01%	351

Other funds holding FSTA

MIS

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Disciplined Investments's FSTA Position: Q3 2021 in Review

Disciplined Investments sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q3 2021, closing a stake of 53 shares — an estimated $2K sold.

Disciplined Investments first reported a position in FSTA in Q2 2020 and held it in 5 quarters. The position peaked at $2K in Q2 2021. 127 funds tracked by Wall St. Rank hold FSTA as of Q3 2021.

Disciplined Investments reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q3 2021 after selling out during the quarter.
Disciplined Investments sold 53 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2021, an estimated $2K.
Disciplined Investments first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2020 and held it in 5 quarters.
Disciplined Investments's Fidelity MSCI Consumer Staples Index ETF position peaked at $2K in Q2 2021.
127 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2021.

Based on Disciplined Investments's 13F filing for Q3 2021, filed 9 Nov 2021.