SFS
FSTA icon

Sowell Financial Services’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Sowell Financial Services’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
2023
Q4 		– Sell
-23,076
Closed -$983K – 551
2023
Q3 		$983K Buy
23,076
+7,826
+51% +$352K 0.06% 309
2023
Q2 		$693K Buy
+15,250
New +$695K 0.04% 412
2021
Q2 		– Sell
-338
Closed -$15K – 1320
2021
Q1 		$15K Buy
338
+88
+35% +$3.53K ﹤0.01% 2150
2020
Q4 		$10K Hold
250
– – ﹤0.01% 2004
2020
Q3 		$10K Sell
250
-12
-5% -$451 ﹤0.01% 1803
2020
Q2 		$9K Sell
262
-100
-28% -$3.46K ﹤0.01% 1724
2020
Q1 		$12K Buy
362
+10
+3% +$362 ﹤0.01% 1555
2019
Q4 		$13K Sell
352
-871
-71% -$32K ﹤0.01% 1591
2019
Q3 		$45K Buy
+1,223
New +$43.9K ﹤0.01% 1028

Other funds holding FSTA

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return