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Herold Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Herold Advisors’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
-182
Closed -$8.35K – 356
2022
Q1 		$8.35K Buy
+182
New +$8.28K ﹤0.01% 625

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
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Herold Advisors's FSTA Position: Q2 2022 in Review

Herold Advisors sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2022, closing a stake of 182 shares — an estimated $8.35K sold.

Herold Advisors first reported a position in FSTA in Q1 2022 and held it in 1 quarter. The position peaked at $8.35K in Q1 2022. 144 funds tracked by Wall St. Rank hold FSTA as of Q2 2022.

  • Herold Advisors reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 182 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2022, an estimated $8.35K.
  • Herold Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2022 and held it in 1 quarter.
  • Herold Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $8.35K in Q1 2022.
  • 144 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.