Joseph P. Lucia & Associates’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Joseph P. Lucia & Associates’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	-375	Closed	-$16K	–	222
2022 Q2	$16K	Sell	375 -65	-15%	-$2.93K	0.01%	269
2022 Q1	$20K	Buy	+440	New	+$20K	0.01%	264
2021 Q4	–	Sell	-440	Closed	-$18K	–	269
2021 Q3	$18K	Sell	440 -75	-15%	-$3.24K	0.01%	319
2021 Q2	$22K	Hold	515	–	–	0.01%	308
2021 Q1	$21K	Hold	515	–	–	0.01%	288
2020 Q4	$21K	Buy	+515	New	+$20.4K	0.01%	266
2020 Q3	–	Sell	-515	Closed	-$18K	–	211
2020 Q2	$18K	Hold	515	–	–	0.02%	251
2020 Q1	$17K	Hold	515	–	–	0.02%	236
2019 Q4	$19K	Hold	515	–	–	0.02%	246
2019 Q3	$19K	Sell	515 -200	-28%	-$7.18K	0.02%	248
2019 Q2	$25K	Hold	715	–	–	0.03%	226
2019 Q1	$24.1K	Buy	+715	New	+$23.1K	0.04%	162

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

Joseph P. Lucia & Associates's FSTA Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q3 2022, closing a stake of 375 shares — an estimated $16K sold.

Joseph P. Lucia & Associates first reported a position in FSTA in Q1 2019 and held it in 12 quarters. The position peaked at $25K in Q2 2019. 139 funds tracked by Wall St. Rank hold FSTA as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 375 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2022, an estimated $16K.
Joseph P. Lucia & Associates first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2019 and held it in 12 quarters.
Joseph P. Lucia & Associates's Fidelity MSCI Consumer Staples Index ETF position peaked at $25K in Q2 2019.
139 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.