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Grandfield & Dodd’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Grandfield & Dodd’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
2021
Q1 		– Sell
-7,281
Closed -$300K – 199
2020
Q4 		$300K Buy
+7,281
New +$288K 0.02% 153

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $358M AUM 22.18% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Grandfield & Dodd's FSTA Position: Q1 2021 in Review

Grandfield & Dodd sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2021, closing a stake of 7,281 shares — an estimated $300K sold.

Grandfield & Dodd first reported a position in FSTA in Q4 2020 and held it in 1 quarter. The position peaked at $300K in Q4 2020. 130 funds tracked by Wall St. Rank hold FSTA as of Q1 2021.

  • Grandfield & Dodd reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2021 after selling out during the quarter.
  • Grandfield & Dodd sold 7,281 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2021, an estimated $300K.
  • Grandfield & Dodd first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2020 and held it in 1 quarter.
  • Grandfield & Dodd's Fidelity MSCI Consumer Staples Index ETF position peaked at $300K in Q4 2020.
  • 130 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2021.

Based on Grandfield & Dodd's 13F filing for Q1 2021, filed 22 Apr 2021.