Armstrong Advisory Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Armstrong Advisory 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
2024 Q2	–	Sell	-638	Closed	-$41.3K	–	807
2024 Q1	$41.3K	Hold	638	–	–	﹤0.01%	367
2023 Q4	$41.3K	Hold	638	–	–	﹤0.01%	367
2023 Q3	$38.7K	Hold	638	–	–	﹤0.01%	371
2023 Q2	$40.3K	Hold	638	–	–	﹤0.01%	372
2023 Q1	$39.2K	Sell	638 -153	-19%	-$9.5K	﹤0.01%	362
2022 Q4	$50.6K	Buy	+791	New	+$49.5K	0.01%	321

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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

Armstrong Advisory Group's FHLC Position: Q2 2024 in Review

Armstrong Advisory Group sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2024, closing a stake of 638 shares — an estimated $41.3K sold.

Armstrong Advisory Group first reported a position in FHLC in Q4 2022 and held it in 6 quarters. The position peaked at $50.6K in Q4 2022. 315 funds tracked by Wall St. Rank hold FHLC as of Q2 2024.

Armstrong Advisory Group reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2024 after selling out during the quarter.
Armstrong Advisory Group sold 638 Fidelity MSCI Health Care Index ETF shares in Q2 2024, an estimated $41.3K.
Armstrong Advisory Group first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2022 and held it in 6 quarters.
Armstrong Advisory Group's Fidelity MSCI Health Care Index ETF position peaked at $50.6K in Q4 2022.
315 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2024.

Based on Armstrong Advisory Group's 13F filing for Q2 2024, filed 12 Jul 2024.