Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
NL
NWAM LLC’s
Fidelity MSCI Consumer Staples Index ETF
FSTA
Stock Holding History
NWAM LLC’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
-13,670
Closed
-$610K
–
576
2023
Q4
$610K
Sell
13,670
-48
-0.3%
-$2.06K
0.05%
307
2023
Q3
$584K
Buy
13,718
+3,958
+41%
+$178K
0.06%
269
2023
Q2
$443K
Buy
9,760
+316
+3%
+$14.4K
0.04%
349
2023
Q1
$426K
Buy
+9,444
New
+$418K
0.04%
306
Other funds holding FSTA
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Lido Advisors
Los Angeles, California
$25.5B AUM
19.2%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
MIS
Morningstar Investment Services
Chicago, Illinois
$546M AUM
8.26%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
KAS
Kestra Advisory Services
Austin, Texas
$26.4B AUM
21.05%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
CW
Connectus Wealth
Cincinnati, Ohio
$3.66B AUM
26.47%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close