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

Freedom 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
2023 Q4	–	Sell	-4,734	Closed	-$202K	–	765
2023 Q3	$202K	Sell	4,734 -117,016	-96%	-$5.27M	0.02%	628
2023 Q2	$5.53M	Sell	121,750 -20,178	-14%	-$919K	0.62%	22
2023 Q1	$6.41M	Buy	+141,928	New	+$6.28M	0.72%	17
2022 Q4	–	Sell	-13,510	Closed	-$542K	–	735
2022 Q3	$542K	Buy	13,510 +71	+0.5%	+$3.13K	0.06%	395
2022 Q2	$582K	Buy	+13,439	New	+$606K	0.06%	403

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 22.96% 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

Freedom Investment Management's FSTA Position: Q4 2023 in Review

Freedom Investment Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2023, closing a stake of 4,734 shares — an estimated $202K sold.

Freedom Investment Management first reported a position in FSTA in Q2 2022 and held it in 5 quarters. The position peaked at $6.41M in Q1 2023. 163 funds tracked by Wall St. Rank hold FSTA as of Q4 2023.

Freedom Investment Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2023 after selling out during the quarter.
Freedom Investment Management sold 4,734 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2023, an estimated $202K.
Freedom Investment Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2022 and held it in 5 quarters.
Freedom Investment Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $6.41M in Q1 2023.
163 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2023.

Based on Freedom Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.