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1834 Investment Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

1834 Investment Advisors’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
2022
Q2 		– Sell
-283
Closed -$19K – 477
2022
Q1 		$19K Buy
+283
New +$18K ﹤0.01% 313

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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1834 Investment Advisors's FHLC Position: Q2 2022 in Review

1834 Investment Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2022, closing a stake of 283 shares — an estimated $19K sold.

1834 Investment Advisors first reported a position in FHLC in Q1 2022 and held it in 1 quarter. The position peaked at $19K in Q1 2022. 276 funds tracked by Wall St. Rank hold FHLC as of Q2 2022.

  • 1834 Investment Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 283 Fidelity MSCI Health Care Index ETF shares in Q2 2022, an estimated $19K.
  • 1834 Investment Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2022 and held it in 1 quarter.
  • 1834 Investment Advisors's Fidelity MSCI Health Care Index ETF position peaked at $19K in Q1 2022.
  • 276 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2022.

Based on 1834 Investment Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.