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Strategic Financial Concepts’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-52,324
Closed -$18.4K – 406
2024
Q2 		$18.4K Buy
+52,324
New +$2.48M 0.01% 345

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 $32.7B AUM 19.2% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Strategic Financial Concepts's FSTA Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q3 2024, closing a stake of 52,324 shares — an estimated $18.4K sold.

Strategic Financial Concepts first reported a position in FSTA in Q2 2024 and held it in 1 quarter. The position peaked at $18.4K in Q2 2024. 169 funds tracked by Wall St. Rank hold FSTA as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 52,324 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2024, an estimated $18.4K.
  • Strategic Financial Concepts first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Fidelity MSCI Consumer Staples Index ETF position peaked at $18.4K in Q2 2024.
  • 169 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.