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

Valeo 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 Q2	–	Sell	-1,568	Closed	-$65K	–	995
2021 Q1	$65K	Buy	1,568 +1,308	+503%	+$52.4K	﹤0.01%	760
2020 Q4	$11K	Hold	260	–	–	﹤0.01%	1172
2020 Q3	$10K	Hold	260	–	–	﹤0.01%	1078
2020 Q2	$9K	Hold	260	–	–	﹤0.01%	1318
2020 Q1	$9K	Hold	260	–	–	﹤0.01%	1125
2019 Q4	$10K	Buy	+260	New	+$9.57K	﹤0.01%	1105
2019 Q1	–	Sell	-155	Closed	-$5K	–	1576
2018 Q4	$5K	Buy	+155	New	+$5.06K	﹤0.01%	1074

Other funds holding FSTA

MIS

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

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

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

Valeo Financial Advisors's FSTA Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Fidelity MSCI Consumer Staples Index ETF (FSTA) in Q2 2021, closing a stake of 1,568 shares — an estimated $65K sold.

Valeo Financial Advisors first reported a position in FSTA in Q4 2018 and held it in 7 quarters. The position peaked at $65K in Q1 2021. 126 funds tracked by Wall St. Rank hold FSTA as of Q2 2021.

Valeo Financial Advisors reported no remaining Fidelity MSCI Consumer Staples Index ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,568 Fidelity MSCI Consumer Staples Index ETF shares in Q2 2021, an estimated $65K.
Valeo Financial Advisors first reported a position in Fidelity MSCI Consumer Staples Index ETF in Q4 2018 and held it in 7 quarters.
Valeo Financial Advisors's Fidelity MSCI Consumer Staples Index ETF position peaked at $65K in Q1 2021.
126 funds tracked by Wall St. Rank held Fidelity MSCI Consumer Staples Index ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.