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Sandy Spring Bank’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Sandy Spring Bank’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
2022
Q3 		– Sell
-130
Closed -$6K – 1149
2022
Q2 		$6K Hold
130
– – ﹤0.01% 919
2022
Q1 		$6K Hold
130
– – ﹤0.01% 935
2021
Q4 		$6K Buy
+130
New +$5.72K ﹤0.01% 987

Other funds holding FSTA

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Charles Schwab
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
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sandy Spring Bank's FSTA Position: Q3 2022 in Review

Sandy Spring Bank sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q3 2022, closing a stake of 130 shares — an estimated $6K sold.

Sandy Spring Bank first reported a position in FSTA in Q4 2021 and held it in 3 quarters. The position peaked at $6K in Q2 2022. 139 funds tracked by Wall St. Rank hold FSTA as of Q3 2022.

  • Sandy Spring Bank reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q3 2022 after selling out during the quarter.
  • Sandy Spring Bank sold 130 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2022, an estimated $6K.
  • Sandy Spring Bank first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2021 and held it in 3 quarters.
  • Sandy Spring Bank's Fidelity MSCI Consumer Staples Index ETF position peaked at $6K in Q2 2022.
  • 139 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2022.

Based on Sandy Spring Bank's 13F filing for Q3 2022, filed 2 Nov 2022.