Global Wealth Management Investment Advisory’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-195	Closed	-$8.7K	–	250
2023 Q4	$8.7K	Hold	195	–	–	﹤0.01%	300
2023 Q3	$8.3K	Hold	195	–	–	﹤0.01%	301
2023 Q2	$8.86K	Buy	+195	New	+$8.88K	﹤0.01%	303
2022 Q3	–	Sell	-195	Closed	-$8K	–	263
2022 Q2	$8K	Hold	195	–	–	﹤0.01%	300
2022 Q1	$9K	Hold	195	–	–	﹤0.01%	326
2021 Q4	$9K	Sell	195 -662	-77%	-$29.1K	﹤0.01%	314
2021 Q3	$36K	Buy	+857	New	+$37K	0.01%	221
2020 Q3	–	Sell	-75	Closed	-$3K	–	507
2020 Q2	$3K	Hold	75	–	–	﹤0.01%	479
2020 Q1	$2K	Hold	75	–	–	﹤0.01%	504
2019 Q4	$3K	Hold	75	–	–	﹤0.01%	480
2019 Q3	$3K	Hold	75	–	–	﹤0.01%	456
2019 Q2	$3K	Hold	75	–	–	﹤0.01%	496
2019 Q1	$3K	Buy	75 +25	+50%	+$807	﹤0.01%	491
2018 Q4	$2K	Buy	+50	New	+$1.63K	﹤0.01%	580

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MIS

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Global Wealth Management Investment Advisory's FSTA Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2024, closing a stake of 195 shares — an estimated $8.7K sold.

Global Wealth Management Investment Advisory first reported a position in FSTA in Q4 2018 and held it in 14 quarters. The position peaked at $36K in Q3 2021. 163 funds tracked by Wall St. Rank hold FSTA as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 195 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2024, an estimated $8.7K.
Global Wealth Management Investment Advisory first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2018 and held it in 14 quarters.
Global Wealth Management Investment Advisory's Fidelity MSCI Consumer Staples Index ETF position peaked at $36K in Q3 2021.
163 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.