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LVZ Inc’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

LVZ Inc’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
Q1 		– Sell
-11,100
Closed -$452K – 115
2020
Q4 		$452K Hold
11,100
– – 0.08% 59
2020
Q3 		$424K Hold
11,100
– – 0.09% 51
2020
Q2 		$387K Buy
+11,100
New +$384K 0.09% 57

Other funds holding FSTA

Charles Schwab
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Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LVZ Inc's FSTA Position: Q1 2021 in Review

LVZ Inc sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2021, closing a stake of 11,100 shares — an estimated $452K sold.

LVZ Inc first reported a position in FSTA in Q2 2020 and held it in 3 quarters. The position peaked at $452K in Q4 2020. 130 funds tracked by Wall St. Rank hold FSTA as of Q1 2021.

  • LVZ Inc reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2021 after selling out during the quarter.
  • LVZ Inc sold 11,100 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2021, an estimated $452K.
  • LVZ Inc first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2020 and held it in 3 quarters.
  • LVZ Inc's Fidelity MSCI Consumer Staples Index ETF position peaked at $452K in Q4 2020.
  • 130 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2021.

Based on LVZ Inc's 13F filing for Q1 2021, filed 8 Apr 2021.