Ranch Capital Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Ranch Capital 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
2021 Q4	–	Sell	-600	Closed	-$25K	–	300
2021 Q3	$25K	Buy	+600	New	+$25.9K	0.02%	349
2021 Q2	–	Sell	-600	Closed	-$25.6K	–	440
2021 Q1	$24K	Hold	600	–	–	0.02%	428
2020 Q4	$24K	Hold	600	–	–	0.02%	428
2020 Q3	$22K	Hold	600	–	–	0.02%	429
2020 Q2	$22K	Hold	600	–	–	0.02%	444
2020 Q1	$19K	Hold	600	–	–	0.02%	450
2019 Q4	$23K	Buy	+600	New	+$22.1K	0.02%	483

Other funds holding FSTA

MIS

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

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

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Ranch Capital Advisors's FSTA Position: Q4 2021 in Review

Ranch Capital Advisors sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2021, closing a stake of 600 shares — an estimated $25K sold.

Ranch Capital Advisors first reported a position in FSTA in Q4 2019 and held it in 7 quarters. The position peaked at $25K in Q3 2021. 136 funds tracked by Wall St. Rank hold FSTA as of Q4 2021.

Ranch Capital Advisors reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 600 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2021, an estimated $25K.
Ranch Capital Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2019 and held it in 7 quarters.
Ranch Capital Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $25K in Q3 2021.
136 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.