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Northwest Investment Counselors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Northwest Investment Counselors’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
-111
Closed -$5.02K – 560
2023
Q1 		$5.02K Buy
+111
New +$4.91K ﹤0.01% 455

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
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

Northwest Investment Counselors's FSTA Position: Q2 2023 in Review

Northwest Investment Counselors sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2023, closing a stake of 111 shares — an estimated $5.02K sold.

Northwest Investment Counselors first reported a position in FSTA in Q1 2023 and held it in 1 quarter. The position peaked at $5.02K in Q1 2023. 166 funds tracked by Wall St. Rank hold FSTA as of Q2 2023.

  • Northwest Investment Counselors reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2023 after selling out during the quarter.
  • Northwest Investment Counselors sold 111 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2023, an estimated $5.02K.
  • Northwest Investment Counselors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2023 and held it in 1 quarter.
  • Northwest Investment Counselors's Fidelity MSCI Consumer Staples Index ETF position peaked at $5.02K in Q1 2023.
  • 166 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2023.

Based on Northwest Investment Counselors's 13F filing for Q2 2023, filed 11 Jul 2023.