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B. Riley Wealth Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

B. Riley Wealth Advisors’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
2023
Q2 		– Sell
-13,085
Closed -$804K – 1574
2023
Q1 		$804K Sell
13,085
-2
-0% -$124 0.02% 612
2022
Q4 		$837K Buy
13,087
+23
+0.2% +$1.44K 0.02% 595
2022
Q3 		$754K Sell
13,064
-463
-3% -$28.5K 0.02% 602
2022
Q2 		$821K Sell
13,527
-387
-3% -$24K 0.03% 482
2022
Q1 		$914K Sell
13,914
-2,285
-14% -$145K 0.03% 524
2021
Q4 		$1.11M Buy
16,199
+277
+2% +$18.2K 0.03% 496
2021
Q3 		$1.02M Buy
15,922
+12,265
+335% +$811K 0.03% 513
2021
Q2 		$234K Buy
3,657
+1
+0% +$62 0.01% 1148
2021
Q1 		$216K Buy
3,656
+117
+3% +$6.92K 0.01% 1155
2020
Q4 		$205K Buy
+3,539
New +$195K 0.01% 917
2019
Q2 		– Sell
-20,633
Closed -$919K – 802
2019
Q1 		$919K Buy
20,633
+1,065
+5% +$46.5K 0.11% 199
2018
Q4 		$809K Buy
+19,568
New +$860K 0.12% 188
2018
Q2 		– Sell
-14,499
Closed -$578K – 689
2018
Q1 		$578K Buy
14,499
+617
+4% +$25.6K 0.08% 270
2017
Q4 		$556K Buy
+13,882
New +$553K 0.08% 287
2015
Q4 		– Sell
-10,924
Closed -$348K – 585
2015
Q3 		$348K Buy
10,924
+428
+4% +$15.1K 0.08% 309
2015
Q2 		$380K Buy
10,496
+626
+6% +$22.5K 0.09% 268
2015
Q1 		$348K Buy
9,870
+1,063
+12% +$36.7K 0.08% 311
2014
Q4 		$290 Buy
+8,807
New +$282K 0.01% 1141

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

B. Riley Wealth Advisors's FHLC Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2023, closing a stake of 13,085 shares — an estimated $804K sold.

B. Riley Wealth Advisors first reported a position in FHLC in Q4 2014 and held it in 18 quarters. The position peaked at $1.11M in Q4 2021. 298 funds tracked by Wall St. Rank hold FHLC as of Q2 2023.

  • B. Riley Wealth Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 13,085 Fidelity MSCI Health Care Index ETF shares in Q2 2023, an estimated $804K.
  • B. Riley Wealth Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2014 and held it in 18 quarters.
  • B. Riley Wealth Advisors's Fidelity MSCI Health Care Index ETF position peaked at $1.11M in Q4 2021.
  • 298 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.