FourThought Financial’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

FourThought Financial’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 Q3	$48K	Hold	1,200	–	–	0.01%	623
2022 Q2	$52K	Hold	1,200	–	–	0.01%	591
2022 Q1	$55K	Buy	+1,200	New	+$54.6K	0.01%	629

Other funds holding FSTA

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MIS

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

FourThought Financial's FSTA Position: Q3 2022 in Review

FourThought Financial held its Fidelity MSCI Consumer Staples Index ETF (FSTA) position steady in Q3 2022 at 1,200 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #623.

FourThought Financial first reported a position in FSTA in Q1 2022 and has held it in 3 quarters since. The position peaked at $55K in Q1 2022. 139 funds tracked by Wall St. Rank hold FSTA as of Q3 2022.

FourThought Financial held 1,200 shares of Fidelity MSCI Consumer Staples Index ETF worth $48K as of Q3 2022.
FourThought Financial left its Fidelity MSCI Consumer Staples Index ETF share count unchanged in Q3 2022.
Fidelity MSCI Consumer Staples Index ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #623 holding.
FourThought Financial first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2022 and has held it in 3 quarters since.
FourThought Financial's Fidelity MSCI Consumer Staples Index ETF position peaked at $55K in Q1 2022.
139 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.