Gradient Investments’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Gradient Investments’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	-12	Closed	-$511	–	1858
2023 Q3	$511	Buy	+12	New	+$540	﹤0.01%	1550
2022 Q3	–	Sell	-6	Closed	–	–	1405
2022 Q2	$0	Buy	+6	New	+$271	﹤0.01%	1270
2021 Q1	–	Sell	-120	Closed	-$5K	–	1190
2020 Q4	$5K	Hold	120	–	–	﹤0.01%	807
2020 Q3	$5K	Buy	+120	New	+$4.51K	﹤0.01%	813

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

Gradient Investments's FSTA Position: Q4 2023 in Review

Gradient Investments sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2023, closing a stake of 12 shares — an estimated $511 sold.

Gradient Investments first reported a position in FSTA in Q3 2020 and held it in 4 quarters. The position peaked at $5K in Q4 2020. 163 funds tracked by Wall St. Rank hold FSTA as of Q4 2023.

Gradient Investments reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2023 after selling out during the quarter.
Gradient Investments sold 12 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2023, an estimated $511.
Gradient Investments first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2020 and held it in 4 quarters.
Gradient Investments's Fidelity MSCI Consumer Staples Index ETF position peaked at $5K in Q4 2020.
163 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2023.

Based on Gradient Investments's 13F filing for Q4 2023, filed 18 Jan 2024.