Sugarloaf Wealth Management’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Sugarloaf Wealth 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
2022 Q3	–	Sell	-250	Closed	-$11K	–	852
2022 Q2	$11K	Buy	+250	New	+$11.3K	﹤0.01%	509
2020 Q1	–	Sell	-204	Closed	-$8K	–	706
2019 Q4	$8K	Buy	+204	New	+$7.5K	﹤0.01%	487

Other funds holding FSTA

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

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

AWMS

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

MIS

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

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

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

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

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

Sugarloaf Wealth Management's FSTA Position: Q3 2022 in Review

Sugarloaf Wealth Management sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q3 2022, closing a stake of 250 shares — an estimated $11K sold.

Sugarloaf Wealth Management first reported a position in FSTA in Q4 2019 and held it in 2 quarters. The position peaked at $11K in Q2 2022. 139 funds tracked by Wall St. Rank hold FSTA as of Q3 2022.

Sugarloaf Wealth Management reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q3 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 250 Fidelity MSCI Consumer Staples Index ETF shares in Q3 2022, an estimated $11K.
Sugarloaf Wealth Management first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2019 and held it in 2 quarters.
Sugarloaf Wealth Management's Fidelity MSCI Consumer Staples Index ETF position peaked at $11K in Q2 2022.
139 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q3 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2022, filed 11 Oct 2022.