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Get Institutions for : 
Fidelity Msci Consumer Staples Index (FSTA)  
$48.17 0.11 (0.22%) as of 4:30 Wed 6/5


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 159    13
Total shares held : 
9,176,070  
% of shares held : 
41.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -12  
Amount of shares held : 
-900,971  
% of shares held change : 
  -4.08%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$45.13  
Last Quarter's Ending Price : 
$47.58  
Last Quarter's Average Price
$45.84  
Change from last quarter's     
avg. price to the last closing  : 
2.33 (5.08%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 27,558
 0.3%
 
Increased Positions :
59
 903,126
 9.84%
 
Unchanged Positions :
31
 142,586
 1.55%
 
Decreased Positions :
58
-1,326,770
-14.46%
 
Closed Positions :
24
-504,885
-5.5%
 
Guru Positions :
1
10,190
 0.11%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   LexAurum Advisors LLC 215 *New 2024-03-31 6,558 $312,000 6,558
   MERCER GLOBAL ADVISORS INC /ADV 1676 *New 2024-03-31 5,047 $240,000 5,047
   Imprint Wealth LLC 275 *New 2024-03-31 4,535 $214,000 4,535
   Nelson Van Denburg & Campbell Wealth Management Gr 754 *New 2024-03-31 3,661 $174,000 3,661
   Fernwood Investment Management LLC 237 *New 2024-03-31 2,750 $131,000 2,750
   JONES FINANCIAL COMPANIES LLLP 640 *New 2024-03-31 1,658 $79,000 1,658
   CWM LLC 2890 *New 2024-03-31 420 $20,000 420
   Beacon Capital Management LLC 667 *New 2024-03-31 116 $6,000 116
   Continuum Advisory LLC 1051 *New 2024-03-31 114 $5,000 114
   YHB INVESTMENT ADVISORS, INC. 892 *New 2024-03-31 30 $1,000 30

  10 Records found
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