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

LWS Wealth 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
2021 Q2	–	Sell	-189,408	Closed	-$7.88M	–	61
2021 Q1	$7.88M	Buy	189,408 +5,350	+3%	+$214K	3.57%	11
2020 Q4	$7.49M	Buy	184,058 +4,160	+2%	+$165K	3.37%	12
2020 Q3	$6.87M	Sell	179,898 -2,031	-1%	-$76.4K	3.37%	10
2020 Q2	$6.34M	Buy	181,929 +103,399	+132%	+$3.58M	3.32%	11
2020 Q1	$2.54M	Buy	78,530 +3,264	+4%	+$118K	1.65%	18
2019 Q4	$2.84M	Buy	+75,266	New	+$2.77M	1.46%	18

Other funds holding FSTA

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LWS Wealth Advisors's FSTA Position: Q2 2021 in Review

LWS Wealth Advisors sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2021, closing a stake of 189,408 shares — an estimated $7.88M sold.

LWS Wealth Advisors first reported a position in FSTA in Q4 2019 and held it in 6 quarters. The position peaked at $7.88M in Q1 2021. 126 funds tracked by Wall St. Rank hold FSTA as of Q2 2021.

LWS Wealth Advisors reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2021 after selling out during the quarter.
LWS Wealth Advisors sold 189,408 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2021, an estimated $7.88M.
LWS Wealth Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2019 and held it in 6 quarters.
LWS Wealth Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $7.88M in Q1 2021.
126 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2021.

Based on LWS Wealth Advisors's 13F filing for Q2 2021, filed 23 Jul 2021.