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

Prestige Wealth Management 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
2020
Q3 		– Sell
-583
Closed -$20K – 891
2020
Q2 		$20K Buy
+583
New +$20.2K 0.01% 332

Other funds holding FSTA

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Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Prestige Wealth Management Group's FSTA Position: Q3 2020 in Review

Prestige Wealth Management Group sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q3 2020, closing a stake of 583 shares — an estimated $20K sold.

Prestige Wealth Management Group first reported a position in FSTA in Q2 2020 and held it in 1 quarter. The position peaked at $20K in Q2 2020. 117 funds tracked by Wall St. Rank hold FSTA as of Q3 2020.

  • Prestige Wealth Management Group reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q3 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 583 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2020, an estimated $20K.
  • Prestige Wealth Management Group first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2020 and held it in 1 quarter.
  • Prestige Wealth Management Group's Fidelity MSCI Consumer Staples Index ETF position peaked at $20K in Q2 2020.
  • 117 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2020.

Based on Prestige Wealth Management Group's 13F filing for Q3 2020, filed 26 Oct 2020.