Stephens Inc’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Stephens Inc’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	-7,290	Closed	-$340K	–	1343
2021 Q4	$340K	Sell	7,290 -588	-7%	-$25.9K	0.01%	998
2021 Q3	$330K	Hold	7,878	–	–	0.01%	1007
2021 Q2	$336K	Hold	7,878	–	–	0.01%	998
2021 Q1	$328K	Buy	7,878 +1,829	+30%	+$73.3K	0.01%	970
2020 Q4	$246K	Sell	6,049 -1,752	-22%	-$69.4K	﹤0.01%	1014
2020 Q3	$298K	Hold	7,801	–	–	0.01%	873
2020 Q2	$272K	Buy	+7,801	New	+$270K	0.01%	870
2020 Q1	–	Sell	-5,448	Closed	-$205K	–	1148
2019 Q4	$205K	Buy	+5,448	New	+$200K	﹤0.01%	1001

Other funds holding FSTA

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

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 $424B AUM 22.96% 1-Year Est. Return

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

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

Stephens Inc's FSTA Position: Q1 2022 in Review

Stephens Inc sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2022, closing a stake of 7,290 shares — an estimated $340K sold.

Stephens Inc first reported a position in FSTA in Q4 2019 and held it in 8 quarters. The position peaked at $340K in Q4 2021. 147 funds tracked by Wall St. Rank hold FSTA as of Q1 2022.

Stephens Inc reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2022 after selling out during the quarter.
Stephens Inc sold 7,290 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2022, an estimated $340K.
Stephens Inc first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2019 and held it in 8 quarters.
Stephens Inc's Fidelity MSCI Consumer Staples Index ETF position peaked at $340K in Q4 2021.
147 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2022.

Based on Stephens Inc's 13F filing for Q1 2022, filed 4 May 2022.