H&H Retirement Design & Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

H&H Retirement Design & 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 Q1	–	Sell	-29,121	Closed	-$1.31M	–	70
2022 Q4	$1.31M	Buy	29,121 +556	+2%	+$24.4K	1.11%	24
2022 Q3	$1.16M	Sell	28,565 -9,429	-25%	-$415K	1.09%	25
2022 Q2	$1.71M	Sell	37,994 -5,921	-13%	-$267K	1.25%	21
2022 Q1	$2.08M	Buy	43,915 +234	+0.5%	+$10.6K	1.42%	22
2021 Q4	$2M	Buy	+43,681	New	+$1.92M	1.26%	23

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

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

H&H Retirement Design & Management's FSTA Position: Q1 2023 in Review

H&H Retirement Design & Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2023, closing a stake of 29,121 shares — an estimated $1.31M sold.

H&H Retirement Design & Management first reported a position in FSTA in Q4 2021 and held it in 5 quarters. The position peaked at $2.08M in Q1 2022. 160 funds tracked by Wall St. Rank hold FSTA as of Q1 2023.

H&H Retirement Design & Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2023 after selling out during the quarter.
H&H Retirement Design & Management sold 29,121 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2023, an estimated $1.31M.
H&H Retirement Design & Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2021 and held it in 5 quarters.
H&H Retirement Design & Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $2.08M in Q1 2022.
160 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2023.

Based on H&H Retirement Design & Management's 13F filing for Q1 2023, filed 17 Apr 2023.