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

Empirical 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
2023 Q4	–	Sell	-4,722	Closed	-$201K	–	192
2023 Q3	$201K	Buy	+4,722	New	+$213K	0.18%	158

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

Empirical Asset Management's FSTA Position: Q4 2023 in Review

Empirical Asset Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2023, closing a stake of 4,722 shares — an estimated $201K sold.

Empirical Asset Management first reported a position in FSTA in Q3 2023 and held it in 1 quarter. The position peaked at $201K in Q3 2023. 163 funds tracked by Wall St. Rank hold FSTA as of Q4 2023.

Empirical Asset Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2023 after selling out during the quarter.
Empirical Asset Management sold 4,722 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2023, an estimated $201K.
Empirical Asset Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2023 and held it in 1 quarter.
Empirical Asset Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $201K in Q3 2023.
163 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2023.

Based on Empirical Asset Management's 13F filing for Q4 2023, filed 12 Jan 2024.