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Latitude Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Latitude Advisors’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
Q1 		– Sell
-5,396
Closed -$252K – 345
2021
Q4 		$252K Sell
5,396
-2,075
-28% -$91.3K 0.07% 250
2021
Q3 		$313K Buy
+7,471
New +$323K 0.1% 198

Other funds holding FSTA

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Latitude Advisors's FSTA Position: Q1 2022 in Review

Latitude Advisors sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2022, closing a stake of 5,396 shares — an estimated $252K sold.

Latitude Advisors first reported a position in FSTA in Q3 2021 and held it in 2 quarters. The position peaked at $313K in Q3 2021. 147 funds tracked by Wall St. Rank hold FSTA as of Q1 2022.

  • Latitude Advisors reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2022 after selling out during the quarter.
  • Latitude Advisors sold 5,396 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2022, an estimated $252K.
  • Latitude Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2021 and held it in 2 quarters.
  • Latitude Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $313K in Q3 2021.
  • 147 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2022.

Based on Latitude Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.