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New England Capital Financial Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

New England Capital Financial 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
2023
Q2 		– Sell
-206
Closed -$9.3K – 408
2023
Q1 		$9.3K Hold
206
– – 0.01% 254
2022
Q4 		$9.06K Buy
+206
New +$9.05K 0.01% 257

Other funds holding FSTA

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return
BCM
Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

New England Capital Financial Advisors's FSTA Position: Q2 2023 in Review

New England Capital Financial Advisors sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2023, closing a stake of 206 shares — an estimated $9.3K sold.

New England Capital Financial Advisors first reported a position in FSTA in Q4 2022 and held it in 2 quarters. The position peaked at $9.3K in Q1 2023. 166 funds tracked by Wall St. Rank hold FSTA as of Q2 2023.

  • New England Capital Financial Advisors reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2023 after selling out during the quarter.
  • New England Capital Financial Advisors sold 206 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2023, an estimated $9.3K.
  • New England Capital Financial Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2022 and held it in 2 quarters.
  • New England Capital Financial Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $9.3K in Q1 2023.
  • 166 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2023.

Based on New England Capital Financial Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.