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Investment Research & Advisory Group’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Investment Research & 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
2024
Q1 		– Sell
-55
Closed -$2.46K – 218
2023
Q4 		$2.46K Buy
+55
New +$2.35K ﹤0.01% 185

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Investment Research & Advisory Group's FSTA Position: Q1 2024 in Review

Investment Research & Advisory Group sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2024, closing a stake of 55 shares — an estimated $2.46K sold.

Investment Research & Advisory Group first reported a position in FSTA in Q4 2023 and held it in 1 quarter. The position peaked at $2.46K in Q4 2023. 163 funds tracked by Wall St. Rank hold FSTA as of Q1 2024.

  • Investment Research & Advisory Group reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2024 after selling out during the quarter.
  • Investment Research & Advisory Group sold 55 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2024, an estimated $2.46K.
  • Investment Research & Advisory Group first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2023 and held it in 1 quarter.
  • Investment Research & Advisory Group's Fidelity MSCI Consumer Staples Index ETF position peaked at $2.46K in Q4 2023.
  • 163 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2024.

Based on Investment Research & Advisory Group's 13F filing for Q1 2024, filed 17 Apr 2024.