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Alpha DNA Investment Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Alpha DNA Investment 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
2021
Q2 		– Sell
-927
Closed -$54K – 294
2021
Q1 		$54K Hold
927
– – 0.06% 160
2020
Q4 		$53K Buy
+927
New +$51.2K 0.06% 173

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Alpha DNA Investment Management's FHLC Position: Q2 2021 in Review

Alpha DNA Investment Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2021, closing a stake of 927 shares — an estimated $54K sold.

Alpha DNA Investment Management first reported a position in FHLC in Q4 2020 and held it in 2 quarters. The position peaked at $54K in Q1 2021. 236 funds tracked by Wall St. Rank hold FHLC as of Q2 2021.

  • Alpha DNA Investment Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2021 after selling out during the quarter.
  • Alpha DNA Investment Management sold 927 Fidelity MSCI Health Care Index ETF shares in Q2 2021, an estimated $54K.
  • Alpha DNA Investment Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2020 and held it in 2 quarters.
  • Alpha DNA Investment Management's Fidelity MSCI Health Care Index ETF position peaked at $54K in Q1 2021.
  • 236 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2021.

Based on Alpha DNA Investment Management's 13F filing for Q2 2021, filed 10 Aug 2021.