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Planning Directions’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Planning Directions’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
2020
Q2 		– Sell
-15,106
Closed -$489K – 73
2020
Q1 		$489K Buy
+15,106
New +$547K 0.69% 35

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Planning Directions's FSTA Position: Q2 2020 in Review

Planning Directions sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2020, closing a stake of 15,106 shares — an estimated $489K sold.

Planning Directions first reported a position in FSTA in Q1 2020 and held it in 1 quarter. The position peaked at $489K in Q1 2020. 107 funds tracked by Wall St. Rank hold FSTA as of Q2 2020.

  • Planning Directions reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2020 after selling out during the quarter.
  • Planning Directions sold 15,106 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2020, an estimated $489K.
  • Planning Directions first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2020 and held it in 1 quarter.
  • Planning Directions's Fidelity MSCI Consumer Staples Index ETF position peaked at $489K in Q1 2020.
  • 107 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2020.

Based on Planning Directions's 13F filing for Q2 2020, filed 21 Jul 2020.