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

Axiom Advisory’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
Q3 		$790K Buy
11,013
+4,403
+67% +$315K 0.01% 181
2024
Q2 		$447K Buy
+6,610
New +$447K ﹤0.01% 228

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Axiom Advisory's FHLC Position: Q3 2024 in Review

Axiom Advisory increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 67% in Q3 2024, buying an estimated $315K and bringing the position to 11,013 shares worth $790K. The position accounts for 0.01% of the portfolio, ranked #181.

Axiom Advisory first reported a position in FHLC in Q2 2024 and has held it in 2 quarters since. 315 funds tracked by Wall St. Rank hold FHLC as of Q3 2024.

  • Axiom Advisory held 11,013 shares of Fidelity MSCI Health Care Index ETF worth $790K as of Q3 2024.
  • Axiom Advisory bought 4,403 Fidelity MSCI Health Care Index ETF shares in Q3 2024, an estimated $315K.
  • Fidelity MSCI Health Care Index ETF made up 0.01% of Axiom Advisory's portfolio in Q3 2024, its #181 holding.
  • Axiom Advisory first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2024 and has held it in 2 quarters since.
  • 315 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.