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	–	1319
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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

AWMS

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

Sowell Financial Services's FSTA Position: Q4 2023 in Review

Sowell Financial Services sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q4 2023, closing a stake of 23,076 shares — an estimated $983K sold.

Sowell Financial Services first reported a position in FSTA in Q3 2019 and held it in 9 quarters. The position peaked at $983K in Q3 2023. 163 funds tracked by Wall St. Rank hold FSTA as of Q4 2023.

Sowell Financial Services reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q4 2023 after selling out during the quarter.
Sowell Financial Services sold 23,076 Fidelity MSCI Consumer Staples Index ETF shares in Q4 2023, an estimated $983K.
Sowell Financial Services first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2019 and held it in 9 quarters.
Sowell Financial Services's Fidelity MSCI Consumer Staples Index ETF position peaked at $983K in Q3 2023.
163 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q4 2023.

Based on Sowell Financial Services's 13F filing for Q4 2023, filed 24 Jan 2024.