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

Family 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
Q3 		– Sell
-2,230
Closed -$101K – 187
2023
Q2 		$101K Hold
2,230
– – 0.07% 124
2023
Q1 		$101K Buy
2,230
+450
+25% +$19.9K 0.07% 116
2022
Q4 		$79.8K Buy
+1,780
New +$78.2K 0.07% 108

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Family Asset Management's FSTA Position: Q3 2023 in Review

Family Asset Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q3 2023, closing a stake of 2,230 shares — an estimated $101K sold.

Family Asset Management first reported a position in FSTA in Q4 2022 and held it in 3 quarters. The position peaked at $101K in Q2 2023. 168 funds tracked by Wall St. Rank hold FSTA as of Q3 2023.

  • Family Asset Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q3 2023 after selling out during the quarter.
  • Family Asset Management sold 2,230 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2023, an estimated $101K.
  • Family Asset Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2022 and held it in 3 quarters.
  • Family Asset Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $101K in Q2 2023.
  • 168 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2023.

Based on Family Asset Management's 13F filing for Q3 2023, filed 2 Nov 2023.