Graves Light Lenhart Wealth’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Graves Light Lenhart Wealth’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	-2,106	Closed	-$97K	–	646
2022 Q1	$97K	Hold	2,106	–	–	0.01%	271
2021 Q4	$98K	Buy	+2,106	New	+$92.7K	0.01%	301

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

Graves Light Lenhart Wealth's FSTA Position: Q2 2022 in Review

Graves Light Lenhart Wealth sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2022, closing a stake of 2,106 shares — an estimated $97K sold.

Graves Light Lenhart Wealth first reported a position in FSTA in Q4 2021 and held it in 2 quarters. The position peaked at $98K in Q4 2021. 144 funds tracked by Wall St. Rank hold FSTA as of Q2 2022.

Graves Light Lenhart Wealth reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 2,106 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2022, an estimated $97K.
Graves Light Lenhart Wealth first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2021 and held it in 2 quarters.
Graves Light Lenhart Wealth's Fidelity MSCI Consumer Staples Index ETF position peaked at $98K in Q4 2021.
144 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.