Focused Wealth Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Focused Wealth 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
2022 Q2	–	Sell	-18	Closed	-$1K	–	973
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	877
2021 Q4	$1K	Buy	18 +1	+6%	+$44	﹤0.01%	880
2021 Q3	$1K	Hold	17	–	–	﹤0.01%	887
2021 Q2	$1K	Hold	17	–	–	﹤0.01%	867
2021 Q1	$1K	Hold	17	–	–	﹤0.01%	857
2020 Q4	$1K	Buy	+17	New	+$673	﹤0.01%	773

Other funds holding FSTA

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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

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

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Focused Wealth Management's FSTA Position: Q2 2022 in Review

Focused Wealth Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2022, closing a stake of 18 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in FSTA in Q4 2020 and held it in 6 quarters. The position peaked at $1K in Q1 2022. 144 funds tracked by Wall St. Rank hold FSTA as of Q2 2022.

Focused Wealth Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2022 after selling out during the quarter.
Focused Wealth Management sold 18 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2022, an estimated $1K.
Focused Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2020 and held it in 6 quarters.
Focused Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $1K in Q1 2022.
144 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2022.

Based on Focused Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.