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

Baron 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 Q3	–	Sell	-16	Closed	-$971	–	103
2022 Q2	$971	Hold	16	–	–	﹤0.01%	194
2022 Q1	$1.05K	Hold	16	–	–	﹤0.01%	209
2021 Q4	$1.1K	Hold	16	–	–	﹤0.01%	212
2021 Q3	$1.02K	Hold	16	–	–	﹤0.01%	217
2021 Q2	$1.02K	Hold	16	–	–	﹤0.01%	228
2021 Q1	$943	Hold	16	–	–	﹤0.01%	231
2020 Q4	$924	Hold	16	–	–	﹤0.01%	242
2020 Q3	$842	Buy	+16	New	+$836	﹤0.01%	264

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Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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