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Seven Springs Wealth Group’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Seven Springs Wealth Group’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
2020
Q1 		– Sell
-3,968
Closed -$150K – 165
2019
Q4 		$150K Buy
+3,968
New +$146K 0.1% 59

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Seven Springs Wealth Group's FSTA Position: Q1 2020 in Review

Seven Springs Wealth Group sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2020, closing a stake of 3,968 shares — an estimated $150K sold.

Seven Springs Wealth Group first reported a position in FSTA in Q4 2019 and held it in 1 quarter. The position peaked at $150K in Q4 2019. 92 funds tracked by Wall St. Rank hold FSTA as of Q1 2020.

  • Seven Springs Wealth Group reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2020 after selling out during the quarter.
  • Seven Springs Wealth Group sold 3,968 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2020, an estimated $150K.
  • Seven Springs Wealth Group first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2019 and held it in 1 quarter.
  • Seven Springs Wealth Group's Fidelity MSCI Consumer Staples Index ETF position peaked at $150K in Q4 2019.
  • 92 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2020.

Based on Seven Springs Wealth Group's 13F filing for Q1 2020, filed 20 Apr 2020.