SOA Wealth Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

SOA Wealth 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
2022 Q2	–	Sell	-55	Closed	-$2K	–	881
2022 Q1	$2K	Hold	55	–	–	﹤0.01%	796
2021 Q4	$2K	Hold	55	–	–	﹤0.01%	770
2021 Q3	$2K	Hold	55	–	–	﹤0.01%	782
2021 Q2	$2K	Hold	55	–	–	﹤0.01%	765
2021 Q1	$2K	Hold	55	–	–	﹤0.01%	709
2020 Q4	$2K	Buy	+55	New	+$2.18K	﹤0.01%	689

Other funds holding FSTA

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SOA Wealth Advisors's FSTA Position: Q2 2022 in Review

SOA Wealth Advisors sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2022, closing a stake of 55 shares — an estimated $2K sold.

SOA Wealth Advisors first reported a position in FSTA in Q4 2020 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 144 funds tracked by Wall St. Rank hold FSTA as of Q2 2022.

SOA Wealth Advisors reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2022 after selling out during the quarter.
SOA Wealth Advisors sold 55 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2022, an estimated $2K.
SOA Wealth Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2020 and held it in 6 quarters.
SOA Wealth Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $2K in Q1 2022.
144 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.