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Ahrens Investment Partners’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Ahrens Investment Partners’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
-952
Closed -$63K – 991
2022
Q1 		$63K Buy
952
+2
+0.2% +$127 0.02% 346
2021
Q4 		$65K Sell
950
-2,198
-70% -$145K 0.03% 364
2021
Q3 		$201K Buy
+3,148
New +$208K 0.1% 197

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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

Ahrens Investment Partners's FHLC Position: Q2 2022 in Review

Ahrens Investment Partners sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2022, closing a stake of 952 shares — an estimated $63K sold.

Ahrens Investment Partners first reported a position in FHLC in Q3 2021 and held it in 3 quarters. The position peaked at $201K in Q3 2021. 276 funds tracked by Wall St. Rank hold FHLC as of Q2 2022.

  • Ahrens Investment Partners reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2022 after selling out during the quarter.
  • Ahrens Investment Partners sold 952 Fidelity MSCI Health Care Index ETF shares in Q2 2022, an estimated $63K.
  • Ahrens Investment Partners first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2021 and held it in 3 quarters.
  • Ahrens Investment Partners's Fidelity MSCI Health Care Index ETF position peaked at $201K in Q3 2021.
  • 276 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2022.

Based on Ahrens Investment Partners's 13F filing for Q2 2022, filed 2 Aug 2022.