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Graham Capital Wealth Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Graham Capital Wealth 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
Q2 		– Sell
-1,503
Closed -$67.9K – 81
2023
Q1 		$67.9K Buy
+1,503
New +$66.5K 0.1% 88

Other funds holding FSTA

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Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Graham Capital Wealth Management's FSTA Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2023, closing a stake of 1,503 shares — an estimated $67.9K sold.

Graham Capital Wealth Management first reported a position in FSTA in Q1 2023 and held it in 1 quarter. The position peaked at $67.9K in Q1 2023. 166 funds tracked by Wall St. Rank hold FSTA as of Q2 2023.

  • Graham Capital Wealth Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 1,503 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2023, an estimated $67.9K.
  • Graham Capital Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2023 and held it in 1 quarter.
  • Graham Capital Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $67.9K in Q1 2023.
  • 166 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.