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Reilly Financial Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Reilly Financial 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
Q2 		– Sell
-248
Closed -$10K – 1025
2021
Q1 		$10K Buy
+248
New +$9.94K ﹤0.01% 699

Other funds holding FSTA

MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Reilly Financial Advisors's FSTA Position: Q2 2021 in Review

Reilly Financial Advisors sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2021, closing a stake of 248 shares — an estimated $10K sold.

Reilly Financial Advisors first reported a position in FSTA in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 126 funds tracked by Wall St. Rank hold FSTA as of Q2 2021.

  • Reilly Financial Advisors reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 248 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2021, an estimated $10K.
  • Reilly Financial Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2021 and held it in 1 quarter.
  • Reilly Financial Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $10K in Q1 2021.
  • 126 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2021.

Based on Reilly Financial Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.