AWM
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Accel Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Accel Wealth Management’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
2023
Q2 		– Sell
-1,926
Closed -$118K – 402
2023
Q1 		$118K Sell
1,926
-268
-12% -$16.6K 0.05% 296
2022
Q4 		$140K Hold
2,194
– – 0.07% 199
2022
Q3 		$132K Hold
2,194
– – 0.07% 211
2022
Q2 		$136K Sell
2,194
-319
-13% -$19.8K 0.08% 191
2022
Q1 		$167K Sell
2,513
-793
-24% -$50.5K 0.09% 179
2021
Q4 		$227K Buy
3,306
+196
+6% +$12.9K 0.11% 151
2021
Q3 		$198K Sell
3,110
-195
-6% -$12.9K 0.13% 135
2021
Q2 		$211K Sell
3,305
-49
-1% -$3.02K 0.14% 139
2021
Q1 		$198K Buy
3,354
+1
+0% +$59 0.16% 135
2020
Q4 		$194K Buy
+3,353
New +$185K 0.18% 123

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 22.96% 1-Year Est. Return

Accel Wealth Management's FHLC Position: Q2 2023 in Review

Accel Wealth Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2023, closing a stake of 1,926 shares — an estimated $118K sold.

Accel Wealth Management first reported a position in FHLC in Q4 2020 and held it in 10 quarters. The position peaked at $227K in Q4 2021. 299 funds tracked by Wall St. Rank hold FHLC as of Q2 2023.

  • Accel Wealth Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 1,926 Fidelity MSCI Health Care Index ETF shares in Q2 2023, an estimated $118K.
  • Accel Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $227K in Q4 2021.
  • 299 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.