Plante Moran Financial Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Plante Moran Financial Advisors’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 Q2	–	Sell	-233	Closed	-$10.5K	–	826
2023 Q1	$10.5K	Hold	233	–	–	﹤0.01%	556
2022 Q4	$10.4K	Buy	233 +115	+97%	+$5.05K	﹤0.01%	574
2022 Q3	$5K	Hold	118	–	–	﹤0.01%	693
2022 Q2	$5K	Sell	118 -12	-9%	-$541	﹤0.01%	710
2022 Q1	$6K	Sell	130 -158	-55%	-$7.19K	﹤0.01%	653
2021 Q4	$13K	Hold	288	–	–	﹤0.01%	634
2021 Q3	$12K	Hold	288	–	–	﹤0.01%	659
2021 Q2	$12K	Hold	288	–	–	﹤0.01%	650
2021 Q1	$12K	Buy	288 +31	+12%	+$1.24K	﹤0.01%	622
2020 Q4	$10K	Hold	257	–	–	﹤0.01%	623
2020 Q3	$10K	Buy	257 +11	+4%	+$414	﹤0.01%	605
2020 Q2	$9K	Buy	+246	New	+$8.52K	﹤0.01%	531

Other funds holding FSTA

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

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

AWMS

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

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

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

MIS

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

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

BCM

Beaumont Capital Management Boston, Massachusetts $86.4M AUM 20.04% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Plante Moran Financial Advisors's FSTA Position: Q2 2023 in Review

Plante Moran Financial Advisors sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2023, closing a stake of 233 shares — an estimated $10.5K sold.

Plante Moran Financial Advisors first reported a position in FSTA in Q2 2020 and held it in 12 quarters. The position peaked at $13K in Q4 2021. 166 funds tracked by Wall St. Rank hold FSTA as of Q2 2023.

Plante Moran Financial Advisors reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 233 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2023, an estimated $10.5K.
Plante Moran Financial Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2020 and held it in 12 quarters.
Plante Moran Financial Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $13K in Q4 2021.
166 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.