Parisi Gray Wealth Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Parisi Gray Wealth Management’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
2019 Q1	–	Sell	-175	Closed	-$5K	–	551
2018 Q4	$5K	Hold	175	–	–	﹤0.01%	468
2018 Q3	$6K	Hold	175	–	–	﹤0.01%	462
2018 Q2	$6K	Buy	+175	New	+$5.38K	﹤0.01%	470

Other funds holding FSTA

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Parisi Gray Wealth Management's FSTA Position: Q1 2019 in Review

Parisi Gray Wealth Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2019, closing a stake of 175 shares — an estimated $5K sold.

Parisi Gray Wealth Management first reported a position in FSTA in Q2 2018 and held it in 3 quarters. The position peaked at $6K in Q3 2018. 71 funds tracked by Wall St. Rank hold FSTA as of Q1 2019.

Parisi Gray Wealth Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2019 after selling out during the quarter.
Parisi Gray Wealth Management sold 175 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2019, an estimated $5K.
Parisi Gray Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2018 and held it in 3 quarters.
Parisi Gray Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $6K in Q3 2018.
71 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2019.

Based on Parisi Gray Wealth Management's 13F filing for Q1 2019, filed 14 May 2019.