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Summit Place Financial Advisors’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

Summit Place Financial Advisors’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
2021
Q1 		– Sell
-5,400
Closed -$220K – 102
2020
Q4 		$220K Sell
5,400
-600
-10% -$23.8K 0.19% 80
2020
Q3 		$229K Buy
+6,000
New +$226K 0.23% 79

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Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Osaic Holdings
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Summit Place Financial Advisors's FSTA Position: Q1 2021 in Review

Summit Place Financial Advisors sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2021, closing a stake of 5,400 shares — an estimated $220K sold.

Summit Place Financial Advisors first reported a position in FSTA in Q3 2020 and held it in 2 quarters. The position peaked at $229K in Q3 2020. 130 funds tracked by Wall St. Rank hold FSTA as of Q1 2021.

  • Summit Place Financial Advisors reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2021 after selling out during the quarter.
  • Summit Place Financial Advisors sold 5,400 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2021, an estimated $220K.
  • Summit Place Financial Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2020 and held it in 2 quarters.
  • Summit Place Financial Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $229K in Q3 2020.
  • 130 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2021.

Based on Summit Place Financial Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.