Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Fidelity Msci Consumer Staples Index (FSTA)  
$48.36 0.19 (0.39%) as of 4:30 Thu 6/6


Download
     
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  : 
2.52 (5.5%)  




 
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Morton Brown Family Wealth LLC 206 *Closed 2024-03-31 0 $0 -3
   HPM Partners LLC 2281 *Closed 2024-03-31 0 $0 -10,160
   Creekmur Asset Management LLC 773 *Closed 2024-03-31 0 $0 -334
   HRT FINANCIAL LLC 2152 *Closed 2024-03-31 0 $0 -7,568
   Stone House Investment Management LLC 394 *Closed 2024-03-31 0 $0 -160
   MILESTONE GROUP INC 471 *Closed 2024-03-31 0 $0 -118
   NWAM LLC 580 *Closed 2024-03-31 0 $0 -13,670
   Financial Gravity Wealth Inc. 1172 *Closed 2024-03-31 0 $0 -43
   Investment Research & Advisory Group Inc. 218 *Closed 2024-03-31 0 $0 -55
   Global Wealth Management Investment Advisory Inc. 323 *Closed 2024-03-31 0 $0 -195
   First Command Advisory Services Inc. 614 *Closed 2024-03-31 0 $0 -60
   BKM Wealth Management LLC 572 *Closed 2024-03-31 0 $0 -2,490
   Mutual Advisors LLC 1115 *Closed 2024-03-31 0 $0 -5,582
   ORG Partners LLC 1125 *Closed 2024-03-31 0 $0 -44
   CX Institutional 572 *Closed 2024-03-31 0 $0 -68,479
   Team Financial Group LLC 180 *Closed 2024-03-31 0 $0 -25

  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results