Kore Private Wealth’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Kore Private Wealth’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 Q3	–	Sell	-865	Closed	-$30K	–	560
2020 Q2	$30K	Hold	865	–	–	0.01%	570
2020 Q1	$28K	Buy	+865	New	+$31.3K	0.01%	533
2019 Q1	–	Sell	-4,754	Closed	-$145K	–	933
2018 Q4	$145K	Buy	+4,754	New	+$155K	0.04%	237

Other funds holding FSTA

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

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

MIS

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

Kore Private Wealth's FSTA Position: Q3 2020 in Review

Kore Private Wealth sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q3 2020, closing a stake of 865 shares — an estimated $30K sold.

Kore Private Wealth first reported a position in FSTA in Q4 2018 and held it in 3 quarters. The position peaked at $145K in Q4 2018. 117 funds tracked by Wall St. Rank hold FSTA as of Q3 2020.

Kore Private Wealth reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 865 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2020, an estimated $30K.
Kore Private Wealth first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2018 and held it in 3 quarters.
Kore Private Wealth's Fidelity MSCI Consumer Staples Index ETF position peaked at $145K in Q4 2018.
117 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.