Patton Albertson Miller Group’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Patton Albertson Miller Group’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
2022 Q3	–	Sell	-5,142	Closed	-$223K	–	217
2022 Q2	$223K	Buy	+5,142	New	+$232K	0.05%	209

Other funds holding FSTA

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Patton Albertson Miller Group's FSTA Position: Q3 2022 in Review

Patton Albertson Miller Group sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q3 2022, closing a stake of 5,142 shares — an estimated $223K sold.

Patton Albertson Miller Group first reported a position in FSTA in Q2 2022 and held it in 1 quarter. The position peaked at $223K in Q2 2022. 139 funds tracked by Wall St. Rank hold FSTA as of Q3 2022.

Patton Albertson Miller Group reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q3 2022 after selling out during the quarter.
Patton Albertson Miller Group sold 5,142 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2022, an estimated $223K.
Patton Albertson Miller Group first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2022 and held it in 1 quarter.
Patton Albertson Miller Group's Fidelity MSCI Consumer Staples Index ETF position peaked at $223K in Q2 2022.
139 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2022.

Based on Patton Albertson Miller Group's 13F filing for Q3 2022, filed 13 Oct 2022.