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Kowal Investment Group’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Kowal Investment 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
2021
Q4 		– Sell
-242
Closed -$10K – 417
2021
Q3 		$10K Buy
+242
New +$10.5K ﹤0.01% 513

Other funds holding FSTA

MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
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
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kowal Investment Group's FSTA Position: Q4 2021 in Review

Kowal Investment Group sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2021, closing a stake of 242 shares — an estimated $10K sold.

Kowal Investment Group first reported a position in FSTA in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 136 funds tracked by Wall St. Rank hold FSTA as of Q4 2021.

  • Kowal Investment Group reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 242 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2021, an estimated $10K.
  • Kowal Investment Group first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Fidelity MSCI Consumer Staples Index ETF position peaked at $10K in Q3 2021.
  • 136 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.