Smith Shellnut Wilson’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Smith Shellnut Wilson’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 Q1	–	Sell	-21,932	Closed	-$1.02M	–	147
2021 Q4	$1.02M	Buy	+21,932	New	+$965K	0.51%	45
2019 Q1	–	Sell	-95,549	Closed	-$2.91M	–	134
2018 Q4	$2.91M	Buy	+95,549	New	+$3.12M	3.12%	9

Other funds holding FSTA

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

MIS

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

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

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Smith Shellnut Wilson's FSTA Position: Q1 2022 in Review

Smith Shellnut Wilson sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2022, closing a stake of 21,932 shares — an estimated $1.02M sold.

Smith Shellnut Wilson first reported a position in FSTA in Q4 2018 and held it in 2 quarters. The position peaked at $2.91M in Q4 2018. 147 funds tracked by Wall St. Rank hold FSTA as of Q1 2022.

Smith Shellnut Wilson reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2022 after selling out during the quarter.
Smith Shellnut Wilson sold 21,932 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2022, an estimated $1.02M.
Smith Shellnut Wilson first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2018 and held it in 2 quarters.
Smith Shellnut Wilson's Fidelity MSCI Consumer Staples Index ETF position peaked at $2.91M in Q4 2018.
147 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2022.

Based on Smith Shellnut Wilson's 13F filing for Q1 2022, filed 2 May 2022.