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Harbor Investment Advisory’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Harbor Investment Advisory’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
Q4 		– Sell
-124
Closed -$5K – 1353
2022
Q3 		$5K Hold
124
– – ﹤0.01% 1128
2022
Q2 		$5K Buy
+124
New +$5.59K ﹤0.01% 1139

Other funds holding FSTA

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
Charles Schwab
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Harbor Investment Advisory's FSTA Position: Q4 2022 in Review

Harbor Investment Advisory sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2022, closing a stake of 124 shares — an estimated $5K sold.

Harbor Investment Advisory first reported a position in FSTA in Q2 2022 and held it in 2 quarters. The position peaked at $5K in Q3 2022. 149 funds tracked by Wall St. Rank hold FSTA as of Q4 2022.

  • Harbor Investment Advisory reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2022 after selling out during the quarter.
  • Harbor Investment Advisory sold 124 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2022, an estimated $5K.
  • Harbor Investment Advisory first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2022 and held it in 2 quarters.
  • Harbor Investment Advisory's Fidelity MSCI Consumer Staples Index ETF position peaked at $5K in Q3 2022.
  • 149 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2022.

Based on Harbor Investment Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.