Maltin Wealth Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Maltin Wealth Management’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	-9,740	Closed	-$396K	–	106
2020 Q4	$396K	Sell	9,740 -1,319	-12%	-$52.2K	0.28%	65
2020 Q3	$422K	Buy	11,059 +419	+4%	+$15.8K	0.3%	63
2020 Q2	$371K	Buy	+10,640	New	+$368K	0.28%	60
2020 Q1	–	Sell	-1,389	Closed	-$52K	–	93
2019 Q4	$52K	Buy	+1,389	New	+$51.1K	0.03%	95

Other funds holding FSTA

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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 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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Maltin Wealth Management's FSTA Position: Q1 2021 in Review

Maltin Wealth Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2021, closing a stake of 9,740 shares — an estimated $396K sold.

Maltin Wealth Management first reported a position in FSTA in Q4 2019 and held it in 4 quarters. The position peaked at $422K in Q3 2020. 130 funds tracked by Wall St. Rank hold FSTA as of Q1 2021.

Maltin Wealth Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2021 after selling out during the quarter.
Maltin Wealth Management sold 9,740 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2021, an estimated $396K.
Maltin Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2019 and held it in 4 quarters.
Maltin Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $422K in Q3 2020.
130 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2021.

Based on Maltin Wealth Management's 13F filing for Q1 2021, filed 29 Apr 2021.