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McDonald Partners’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

McDonald Partners’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
Q1 		– Sell
-4,766
Closed -$222K – 454
2021
Q4 		$222K Buy
+4,766
New +$210K 0.21% 67

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MIS
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

McDonald Partners's FSTA Position: Q1 2022 in Review

McDonald Partners sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2022, closing a stake of 4,766 shares — an estimated $222K sold.

McDonald Partners first reported a position in FSTA in Q4 2021 and held it in 1 quarter. The position peaked at $222K in Q4 2021. 147 funds tracked by Wall St. Rank hold FSTA as of Q1 2022.

  • McDonald Partners reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 4,766 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2022, an estimated $222K.
  • McDonald Partners first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's Fidelity MSCI Consumer Staples Index ETF position peaked at $222K in Q4 2021.
  • 147 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.