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

Karp Capital 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	-188,651	Closed	-$7.11M	–	93
2019 Q4	$7.11M	Buy	188,651 +7,846	+4%	+$289K	1.87%	15
2019 Q3	$6.62M	Buy	180,805 +19,770	+12%	+$710K	1.93%	18
2019 Q2	$5.59M	Buy	+161,035	New	+$5.53M	1.77%	20
2019 Q1	–	Sell	-164,167	Closed	-$5.01M	–	209
2018 Q4	$5.01M	Buy	+164,167	New	+$5.36M	2.39%	11

Other funds holding FSTA

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return