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 $25.5B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return