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Fernwood Investment Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-2,750
Closed -$131K – 374
2024
Q1 		$131K Buy
+2,750
New +$126K 0.04% 238

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Fernwood Investment Management's FSTA Position: Q2 2024 in Review

Fernwood Investment Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2024, closing a stake of 2,750 shares — an estimated $131K sold.

Fernwood Investment Management first reported a position in FSTA in Q1 2024 and held it in 1 quarter. The position peaked at $131K in Q1 2024. 153 funds tracked by Wall St. Rank hold FSTA as of Q2 2024.

  • Fernwood Investment Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 2,750 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2024, an estimated $131K.
  • Fernwood Investment Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $131K in Q1 2024.
  • 153 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.