Princeton Global Asset Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Princeton Global Asset 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
2023 Q1	–	Sell	-55	Closed	-$2K	–	602
2022 Q4	$2K	Buy	+55	New	+$2.42K	﹤0.01%	505
2021 Q3	–	Sell	-450	Closed	-$19K	–	527
2021 Q2	$19K	Buy	+450	New	+$19.2K	0.01%	355

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

CAN

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

MIS

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

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

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

Princeton Global Asset Management's FSTA Position: Q1 2023 in Review

Princeton Global Asset Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2023, closing a stake of 55 shares — an estimated $2K sold.

Princeton Global Asset Management first reported a position in FSTA in Q2 2021 and held it in 2 quarters. The position peaked at $19K in Q2 2021. 160 funds tracked by Wall St. Rank hold FSTA as of Q1 2023.

Princeton Global Asset Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2023 after selling out during the quarter.
Princeton Global Asset Management sold 55 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2023, an estimated $2K.
Princeton Global Asset Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2021 and held it in 2 quarters.
Princeton Global Asset Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $19K in Q2 2021.
160 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2023.

Based on Princeton Global Asset Management's 13F filing for Q1 2023, filed 20 Apr 2023.