Inscription Capital’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Inscription Capital’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 Q3	–	Sell	-6,210	Closed	-$269K	–	217
2022 Q2	$269K	Buy	+6,210	New	+$280K	0.05%	215
2022 Q1	–	Sell	-6,210	Closed	-$290K	–	204
2021 Q4	$290K	Hold	6,210	–	–	0.08%	182
2021 Q3	$260K	Buy	+6,210	New	+$268K	0.08%	183
2021 Q2	–	Sell	-6,210	Closed	-$258K	–	342
2021 Q1	$258K	Hold	6,210	–	–	0.09%	163
2020 Q4	$253K	Hold	6,210	–	–	0.1%	152
2020 Q3	$237K	Hold	6,210	–	–	0.11%	146
2020 Q2	$217K	Hold	6,210	–	–	0.12%	127
2020 Q1	$201K	Buy	+6,210	New	+$225K	0.13%	119

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

MIS

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

CAN

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Inscription Capital's FSTA Position: Q3 2022 in Review

Inscription Capital sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q3 2022, closing a stake of 6,210 shares — an estimated $269K sold.

Inscription Capital first reported a position in FSTA in Q1 2020 and held it in 8 quarters. The position peaked at $290K in Q4 2021. 139 funds tracked by Wall St. Rank hold FSTA as of Q3 2022.

Inscription Capital reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q3 2022 after selling out during the quarter.
Inscription Capital sold 6,210 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2022, an estimated $269K.
Inscription Capital first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2020 and held it in 8 quarters.
Inscription Capital's Fidelity MSCI Consumer Staples Index ETF position peaked at $290K in Q4 2021.
139 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2022.

Based on Inscription Capital's 13F filing for Q3 2022, filed 14 Nov 2022.