Gilbert & Cook’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Gilbert & Cook’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	-5,854	Closed	-$268K	–	211
2022 Q1	$268K	Sell	5,854 -3,195	-35%	-$145K	0.04%	183
2021 Q4	$422K	Sell	9,049 -960	-10%	-$42.2K	0.07%	135
2021 Q3	$419K	Sell	10,009 -120	-1%	-$5.18K	0.08%	128
2021 Q2	$431K	Buy	+10,129	New	+$432K	0.08%	117

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

Gilbert & Cook's FSTA Position: Q2 2022 in Review

Gilbert & Cook sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2022, closing a stake of 5,854 shares — an estimated $268K sold.

Gilbert & Cook first reported a position in FSTA in Q2 2021 and held it in 4 quarters. The position peaked at $431K in Q2 2021. 144 funds tracked by Wall St. Rank hold FSTA as of Q2 2022.

Gilbert & Cook reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2022 after selling out during the quarter.
Gilbert & Cook sold 5,854 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2022, an estimated $268K.
Gilbert & Cook first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2021 and held it in 4 quarters.
Gilbert & Cook's Fidelity MSCI Consumer Staples Index ETF position peaked at $431K in Q2 2021.
144 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2022.

Based on Gilbert & Cook's 13F filing for Q2 2022, filed 5 Aug 2022.