Laurel Wealth Advisors (California)’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	$4.96M	Sell	110,703 -5,364	-5%	-$236K	0.49%	50
2022 Q3	$4.66M	Buy	116,067 +16,394	+16%	+$722K	0.5%	41
2022 Q2	$4.31M	Buy	99,673 +30,332	+44%	+$1.37M	0.44%	55
2022 Q1	$3.18M	Sell	69,341 -16,184	-19%	-$736K	0.26%	86
2021 Q4	$3.99M	Buy	+85,525	New	+$3.76M	0.31%	80
2021 Q3	–	Sell	-53,033	Closed	-$2.26M	–	466
2021 Q2	$2.26M	Buy	+53,033	New	+$2.26M	0.29%	85

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Laurel Wealth Advisors (California)'s FSTA Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 4.6% in Q4 2022, selling an estimated $236K and leaving 110,703 shares worth $4.96M. The position accounts for 0.49% of the portfolio, ranked #50.

Laurel Wealth Advisors (California) first reported a position in FSTA in Q2 2021 and has held it in 6 quarters since. 149 funds tracked by Wall St. Rank hold FSTA as of Q4 2022.

Laurel Wealth Advisors (California) held 110,703 shares of Fidelity MSCI Consumer Staples Index ETF worth $4.96M as of Q4 2022.
Laurel Wealth Advisors (California) sold 5,364 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2022, an estimated $236K.
Fidelity MSCI Consumer Staples Index ETF made up 0.49% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #50 holding.
Laurel Wealth Advisors (California) first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2021 and has held it in 6 quarters since.
149 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.