Investmark Advisory Group’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Investmark Advisory Group’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 Q1	–	Sell	-221	Closed	-$10K	–	184
2021 Q4	$10K	Buy	+221	New	+$9.72K	0.01%	285

Other funds holding FSTA

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Investmark Advisory Group's FSTA Position: Q1 2022 in Review

Investmark Advisory Group sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2022, closing a stake of 221 shares — an estimated $10K sold.

Investmark Advisory Group first reported a position in FSTA in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 147 funds tracked by Wall St. Rank hold FSTA as of Q1 2022.

Investmark Advisory Group reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2022 after selling out during the quarter.
Investmark Advisory Group sold 221 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2022, an estimated $10K.
Investmark Advisory Group first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2021 and held it in 1 quarter.
Investmark Advisory Group's Fidelity MSCI Consumer Staples Index ETF position peaked at $10K in Q4 2021.
147 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.