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IHT Wealth Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

IHT Wealth 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
2020
Q1 		– Sell
-8,698
Closed -$328K – 591
2019
Q4 		$328K Sell
8,698
-200
-2% -$7.36K 0.04% 425
2019
Q3 		$326K Buy
+8,898
New +$320K 0.04% 403

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

IHT Wealth Management's FSTA Position: Q1 2020 in Review

IHT Wealth Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2020, closing a stake of 8,698 shares — an estimated $328K sold.

IHT Wealth Management first reported a position in FSTA in Q3 2019 and held it in 2 quarters. The position peaked at $328K in Q4 2019. 92 funds tracked by Wall St. Rank hold FSTA as of Q1 2020.

  • IHT Wealth Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2020 after selling out during the quarter.
  • IHT Wealth Management sold 8,698 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2020, an estimated $328K.
  • IHT Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2019 and held it in 2 quarters.
  • IHT Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $328K in Q4 2019.
  • 92 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2020.

Based on IHT Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.