TAP Consulting’s Fidelity MSCI Consumer Staples Index ETF FSTA Stock Holding History

TAP Consulting’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
2023 Q1	–	Sell	-38,145	Closed	-$1.71M	–	136
2022 Q4	$1.71M	Buy	38,145 +1,374	+4%	+$60.3K	0.45%	56
2022 Q3	$1.48M	Buy	36,771 +1,103	+3%	+$48.6K	0.4%	57
2022 Q2	$1.54M	Buy	35,668 +3,174	+10%	+$143K	0.43%	57
2022 Q1	$1.49M	Buy	32,494 +1,698	+6%	+$77.2K	0.39%	59
2021 Q4	$1.44M	Buy	30,796 +3,832	+14%	+$169K	0.33%	67
2021 Q3	$1.13M	Buy	26,964 +3,219	+14%	+$139K	0.3%	73
2021 Q2	$1.01M	Buy	23,745 +357	+2%	+$15.2K	0.28%	74
2021 Q1	$973K	Buy	23,388 +12,500	+115%	+$501K	0.3%	74
2020 Q4	$443K	Buy	10,888 +1,356	+14%	+$53.7K	0.16%	97
2020 Q3	$364K	Buy	+9,532	New	+$358K	0.14%	95

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

CAN

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

MIS

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Vicus Capital State College, Pennsylvania $1.55B AUM 23.5% 1-Year Est. Return

TAP Consulting's FSTA Position: Q1 2023 in Review

TAP Consulting sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q1 2023, closing a stake of 38,145 shares — an estimated $1.71M sold.

TAP Consulting first reported a position in FSTA in Q3 2020 and held it in 10 quarters. The position peaked at $1.71M in Q4 2022. 160 funds tracked by Wall St. Rank hold FSTA as of Q1 2023.

TAP Consulting reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q1 2023 after selling out during the quarter.
TAP Consulting sold 38,145 Fidelity MSCI Consumer Staples Index ETF shares in Q1 2023, an estimated $1.71M.
TAP Consulting first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q3 2020 and held it in 10 quarters.
TAP Consulting's Fidelity MSCI Consumer Staples Index ETF position peaked at $1.71M in Q4 2022.
160 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q1 2023.

Based on TAP Consulting's 13F filing for Q1 2023, filed 18 Apr 2023.