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Albion Financial Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Albion Financial Group’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
Q1 		– Sell
-324
Closed -$22K – 616
2021
Q4 		$22K Buy
+324
New +$21.3K ﹤0.01% 347

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RWP
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FSC
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

Albion Financial Group's FHLC Position: Q1 2022 in Review

Albion Financial Group sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2022, closing a stake of 324 shares — an estimated $22K sold.

Albion Financial Group first reported a position in FHLC in Q4 2021 and held it in 1 quarter. The position peaked at $22K in Q4 2021. 277 funds tracked by Wall St. Rank hold FHLC as of Q1 2022.

  • Albion Financial Group reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2022 after selling out during the quarter.
  • Albion Financial Group sold 324 Fidelity MSCI Health Care Index ETF shares in Q1 2022, an estimated $22K.
  • Albion Financial Group first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2021 and held it in 1 quarter.
  • Albion Financial Group's Fidelity MSCI Health Care Index ETF position peaked at $22K in Q4 2021.
  • 277 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2022.

Based on Albion Financial Group's 13F filing for Q1 2022, filed 9 May 2022.