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NewSquare Capital’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

NewSquare Capital’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
Q2 		– Sell
-22
Closed -$1.05K – 396
2024
Q1 		$1.05K Hold
22
– – ﹤0.01% 365
2023
Q4 		$982 Hold
22
– – ﹤0.01% 409
2023
Q3 		$937 Hold
22
– – ﹤0.01% 505
2023
Q2 		$999 Hold
22
– – ﹤0.01% 611
2023
Q1 		$993 Buy
+22
New +$974 ﹤0.01% 654

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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

NewSquare Capital's FSTA Position: Q2 2024 in Review

NewSquare Capital sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2024, closing a stake of 22 shares — an estimated $1.05K sold.

NewSquare Capital first reported a position in FSTA in Q1 2023 and held it in 5 quarters. The position peaked at $1.05K in Q1 2024. 153 funds tracked by Wall St. Rank hold FSTA as of Q2 2024.

  • NewSquare Capital reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2024 after selling out during the quarter.
  • NewSquare Capital sold 22 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2024, an estimated $1.05K.
  • NewSquare Capital first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2023 and held it in 5 quarters.
  • NewSquare Capital's Fidelity MSCI Consumer Staples Index ETF position peaked at $1.05K in Q1 2024.
  • 153 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2024.

Based on NewSquare Capital's 13F filing for Q2 2024, filed 23 Jul 2024.