AWMS
FHLC icon

Advocacy Wealth Management Services’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Advocacy Wealth Management Services’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
Q1 		– Sell
-41,374
Closed -$2.65M – 39
2022
Q4 		$2.65M Buy
41,374
+1,035
+3% +$64.7K 0.35% 23
2022
Q3 		$2.44M Sell
40,339
-5,585
-12% -$343K 0.36% 23
2022
Q2 		$2.79M Buy
45,924
+1,183
+3% +$73.4K 0.45% 20
2022
Q1 		$2.97M Buy
+44,741
New +$2.85M 0.52% 17

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advocacy Wealth Management Services's FHLC Position: Q1 2023 in Review

Advocacy Wealth Management Services sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2023, closing a stake of 41,374 shares — an estimated $2.65M sold.

Advocacy Wealth Management Services first reported a position in FHLC in Q1 2022 and held it in 4 quarters. The position peaked at $2.97M in Q1 2022. 286 funds tracked by Wall St. Rank hold FHLC as of Q1 2023.

  • Advocacy Wealth Management Services reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2023 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 41,374 Fidelity MSCI Health Care Index ETF shares in Q1 2023, an estimated $2.65M.
  • Advocacy Wealth Management Services first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2022 and held it in 4 quarters.
  • Advocacy Wealth Management Services's Fidelity MSCI Health Care Index ETF position peaked at $2.97M in Q1 2022.
  • 286 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2023.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2023, filed 14 Apr 2023.