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Raymond James Financial Services Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$249K Sell
4,882
-769
-14% -$38.1K ﹤0.01% 3047
2024
Q2 		$268K Sell
5,651
-973
-15% -$46.1K ﹤0.01% 2942
2024
Q1 		$315K Buy
6,624
+816
+14% +$37.4K ﹤0.01% 2812
2023
Q4 		$259K Sell
5,808
-43
-0.7% -$1.84K ﹤0.01% 2835
2023
Q3 		$249K Sell
5,851
-296
-5% -$13.3K ﹤0.01% 2782
2023
Q2 		$279K Sell
6,147
-141
-2% -$6.42K ﹤0.01% 2705
2023
Q1 		$284K Sell
6,288
-207
-3% -$9.16K ﹤0.01% 2674
2022
Q4 		$291K Buy
6,495
+337
+5% +$14.8K ﹤0.01% 2607
2022
Q3 		$247K Sell
6,158
-1,286
-17% -$56.7K ﹤0.01% 2715
2022
Q2 		$322K Buy
7,444
+45
+0.6% +$2.03K ﹤0.01% 2541
2022
Q1 		$339K Buy
7,399
+283
+4% +$12.9K ﹤0.01% 2629
2021
Q4 		$332K Sell
7,116
-909
-11% -$40K ﹤0.01% 2640
2021
Q3 		$336K Sell
8,025
-5,619
-41% -$243K ﹤0.01% 2621
2021
Q2 		$581K Buy
13,644
+787
+6% +$33.6K ﹤0.01% 2280
2021
Q1 		$535K Sell
12,857
-34,114
-73% -$1.37M ﹤0.01% 2243
2020
Q4 		$1.91M Buy
+46,971
New +$1.86M ﹤0.01% 1324

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
LPL Financial
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

Raymond James Financial Services Advisors's FSTA Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Fidelity MSCI Consumer Staples Index ETF (FSTA) stake by 14% in Q3 2024, selling an estimated $38.1K and leaving 4,882 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #3047.

Raymond James Financial Services Advisors first reported a position in FSTA in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.91M in Q4 2020. 169 funds tracked by Wall St. Rank hold FSTA as of Q3 2024.

  • Raymond James Financial Services Advisors held 4,882 shares of Fidelity MSCI Consumer Staples Index ETF worth $249K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 769 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2024, an estimated $38.1K.
  • Fidelity MSCI Consumer Staples Index ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #3047 holding.
  • Raymond James Financial Services Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2020 and has held it in 16 quarters since.
  • Raymond James Financial Services Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $1.91M in Q4 2020.
  • 169 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.