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Morton Brown Family Wealth’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Morton Brown Family Wealth’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
2024
Q1 		– Sell
-3
Closed -$141 – 251
2023
Q4 		$141 Buy
+3
New +$128 ﹤0.01% 279

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Morton Brown Family Wealth's FSTA Position: Q1 2024 in Review

Morton Brown Family Wealth sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2024, closing a stake of 3 shares — an estimated $141 sold.

Morton Brown Family Wealth first reported a position in FSTA in Q4 2023 and held it in 1 quarter. The position peaked at $141 in Q4 2023. 163 funds tracked by Wall St. Rank hold FSTA as of Q1 2024.

  • Morton Brown Family Wealth reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2024 after selling out during the quarter.
  • Morton Brown Family Wealth sold 3 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2024, an estimated $141.
  • Morton Brown Family Wealth first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2023 and held it in 1 quarter.
  • Morton Brown Family Wealth's Fidelity MSCI Consumer Staples Index ETF position peaked at $141 in Q4 2023.
  • 163 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2024.

Based on Morton Brown Family Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.