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

Leuthold 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
2023 Q1	–	Sell	-77,138	Closed	-$3.46M	–	208
2022 Q4	$3.46M	Buy	77,138 +35,031	+83%	+$1.54M	0.47%	86
2022 Q3	$1.69M	Buy	42,107 +11,591	+38%	+$511K	0.25%	120
2022 Q2	$1.32M	Buy	30,516 +11,245	+58%	+$507K	0.19%	127
2022 Q1	$884K	Buy	+19,271	New	+$877K	0.11%	127
2021 Q1	–	Sell	-22,915	Closed	-$932K	–	185
2020 Q4	$932K	Buy	22,915 +1,014	+5%	+$40.2K	0.12%	122
2020 Q3	$836K	Buy	+21,901	New	+$824K	0.11%	117

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

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

Leuthold Group's FSTA Position: Q1 2023 in Review

Leuthold Group sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2023, closing a stake of 77,138 shares — an estimated $3.46M sold.

Leuthold Group first reported a position in FSTA in Q3 2020 and held it in 6 quarters. The position peaked at $3.46M in Q4 2022. 160 funds tracked by Wall St. Rank hold FSTA as of Q1 2023.

Leuthold Group reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2023 after selling out during the quarter.
Leuthold Group sold 77,138 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2023, an estimated $3.46M.
Leuthold Group first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2020 and held it in 6 quarters.
Leuthold Group's Fidelity MSCI Consumer Staples Index ETF position peaked at $3.46M in Q4 2022.
160 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2023.

Based on Leuthold Group's 13F filing for Q1 2023, filed 18 Apr 2023.