Proffitt & Goodson’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Proffitt & Goodson’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
2024 Q2	–	Sell	-213	Closed	-$10.1K	–	280
2024 Q1	$10.1K	Hold	213	–	–	﹤0.01%	193
2023 Q4	$9.51K	Hold	213	–	–	﹤0.01%	185
2023 Q3	$9.07K	Hold	213	–	–	﹤0.01%	187
2023 Q2	$9.68K	Hold	213	–	–	﹤0.01%	185
2023 Q1	$9.62K	Hold	213	–	–	﹤0.01%	190
2022 Q4	$9.54K	Hold	213	–	–	﹤0.01%	192
2022 Q3	$9K	Sell	213 -778	-79%	-$34.3K	﹤0.01%	203
2022 Q2	$43K	Hold	991	–	–	0.01%	170
2022 Q1	$45K	Hold	991	–	–	0.01%	176
2021 Q4	$46K	Hold	991	–	–	0.01%	159
2021 Q3	$41K	Hold	991	–	–	0.01%	159
2021 Q2	$42K	Hold	991	–	–	0.01%	170
2021 Q1	$41K	Hold	991	–	–	0.01%	167
2020 Q4	$40K	Hold	991	–	–	0.01%	163
2020 Q3	$38K	Hold	991	–	–	0.01%	156
2020 Q2	$35K	Buy	+991	New	+$34.3K	0.01%	158

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

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 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

Proffitt & Goodson's FSTA Position: Q2 2024 in Review

Proffitt & Goodson sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2024, closing a stake of 213 shares — an estimated $10.1K sold.

Proffitt & Goodson first reported a position in FSTA in Q2 2020 and held it in 16 quarters. The position peaked at $46K in Q4 2021. 153 funds tracked by Wall St. Rank hold FSTA as of Q2 2024.

Proffitt & Goodson reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2024 after selling out during the quarter.
Proffitt & Goodson sold 213 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2024, an estimated $10.1K.
Proffitt & Goodson first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2020 and held it in 16 quarters.
Proffitt & Goodson's Fidelity MSCI Consumer Staples Index ETF position peaked at $46K in Q4 2021.
153 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2024.

Based on Proffitt & Goodson's 13F filing for Q2 2024, filed 23 Jul 2024.