OPS
FSTA icon

Orion Portfolio Solutions’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Orion Portfolio Solutions’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
Q4 		– Sell
-22,495
Closed -$958K – 1689
2023
Q3 		$958K Sell
22,495
-66,476
-75% -$2.99M 0.01% 945
2023
Q2 		$4.04M Buy
88,971
+39,099
+78% +$1.78M 0.04% 375
2023
Q1 		$2.25M Buy
49,872
+41,263
+479% +$1.83M 0.03% 541
2022
Q4 		$386K Buy
+8,609
New +$378K 0.01% 579
2021
Q3 		– Sell
-7,501
Closed -$320K – 652
2021
Q2 		$320K Buy
+7,501
New +$320K 0.01% 473
2020
Q3 		– Sell
-16
Closed -$1K – 1008
2020
Q2 		$1K Hold
16
– – ﹤0.01% 1974
2020
Q1 		$1K Buy
+16
New +$579 ﹤0.01% 1714

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return