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

Perigon 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
2021
Q1 		– Sell
-1,097
Closed -$45K – 696
2020
Q4 		$45K Buy
+1,097
New +$43.4K 0.01% 776

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $358M AUM 22.18% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Osaic Holdings
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Perigon Wealth Management's FSTA Position: Q1 2021 in Review

Perigon Wealth Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2021, closing a stake of 1,097 shares — an estimated $45K sold.

Perigon Wealth Management first reported a position in FSTA in Q4 2020 and held it in 1 quarter. The position peaked at $45K in Q4 2020. 130 funds tracked by Wall St. Rank hold FSTA as of Q1 2021.

  • Perigon Wealth Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 1,097 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2021, an estimated $45K.
  • Perigon Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $45K in Q4 2020.
  • 130 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.