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

Stone House 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
2024 Q1	–	Sell	-160	Closed	-$7.14K	–	415
2023 Q4	$7.14K	Sell	160 -279	-64%	-$11.9K	﹤0.01%	181
2023 Q3	$18.7K	Sell	439 -7,302	-94%	-$329K	0.01%	127
2023 Q2	$352K	Buy	7,741 +45	+0.6%	+$2.05K	0.13%	26
2023 Q1	$347K	Sell	7,696 -90	-1%	-$3.98K	0.12%	27
2022 Q4	$349K	Buy	7,786 +2,147	+38%	+$94.3K	0.12%	37
2022 Q3	$226K	Sell	5,639 -2,431	-30%	-$107K	0.1%	37
2022 Q2	$349K	Buy	8,070 +2,477	+44%	+$112K	0.16%	32
2022 Q1	$256K	Buy	+5,593	New	+$254K	0.09%	39

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

Stone House Investment Management's FSTA Position: Q1 2024 in Review

Stone House Investment Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2024, closing a stake of 160 shares — an estimated $7.14K sold.

Stone House Investment Management first reported a position in FSTA in Q1 2022 and held it in 8 quarters. The position peaked at $352K in Q2 2023. 163 funds tracked by Wall St. Rank hold FSTA as of Q1 2024.

Stone House Investment Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2024 after selling out during the quarter.
Stone House Investment Management sold 160 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2024, an estimated $7.14K.
Stone House Investment Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q1 2022 and held it in 8 quarters.
Stone House Investment Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $352K in Q2 2023.
163 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2024.

Based on Stone House Investment Management's 13F filing for Q1 2024, filed 15 May 2024.