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1776 Wealth’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

1776 Wealth’s Portfolio FHLC Stock Details FHLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-500
Closed -$24K – 181
2020
Q2 		$24K Hold
500
– – 0.02% 238
2020
Q1 		$21K Buy
+500
New +$23.7K 0.02% 233

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

1776 Wealth's FHLC Position: Q3 2020 in Review

1776 Wealth sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2020, closing a stake of 500 shares — an estimated $24K sold.

1776 Wealth first reported a position in FHLC in Q1 2020 and held it in 2 quarters. The position peaked at $24K in Q2 2020. 191 funds tracked by Wall St. Rank hold FHLC as of Q3 2020.

  • 1776 Wealth reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2020 after selling out during the quarter.
  • 1776 Wealth sold 500 Fidelity MSCI Health Care Index ETF shares in Q3 2020, an estimated $24K.
  • 1776 Wealth first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2020 and held it in 2 quarters.
  • 1776 Wealth's Fidelity MSCI Health Care Index ETF position peaked at $24K in Q2 2020.
  • 191 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.