Sonora Investment Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Sonora Investment Management’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 Q4	–	Sell	-96	Closed	-$4K	–	1718
2020 Q3	$4K	Buy	+96	New	+$3.61K	﹤0.01%	1517
2020 Q2	–	Sell	-105	Closed	-$3K	–	1811
2020 Q1	$3K	Buy	+105	New	+$3.8K	﹤0.01%	1409
2019 Q4	–	Sell	-431	Closed	-$16K	–	1685
2019 Q3	$16K	Buy	+431	New	+$15.5K	﹤0.01%	959
2019 Q2	–	Sell	-329	Closed	-$11K	–	1693
2019 Q1	$11K	Buy	+329	New	+$10.6K	﹤0.01%	972

Other funds holding FSTA

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

FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWMS

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

Sonora Investment Management's FSTA Position: Q4 2020 in Review

Sonora Investment Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2020, closing a stake of 96 shares — an estimated $4K sold.

Sonora Investment Management first reported a position in FSTA in Q1 2019 and held it in 4 quarters. The position peaked at $16K in Q3 2019. 128 funds tracked by Wall St. Rank hold FSTA as of Q4 2020.

Sonora Investment Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2020 after selling out during the quarter.
Sonora Investment Management sold 96 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2020, an estimated $4K.
Sonora Investment Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2019 and held it in 4 quarters.
Sonora Investment Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $16K in Q3 2019.
128 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.