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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

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Baron Financial Group's FHLC Position: Q3 2022 in Review

Baron Financial Group sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2022, closing a stake of 16 shares — an estimated $971 sold.

Baron Financial Group first reported a position in FHLC in Q3 2020 and held it in 8 quarters. The position peaked at $1.1K in Q4 2021. 269 funds tracked by Wall St. Rank hold FHLC as of Q3 2022.

  • Baron Financial Group reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 16 Fidelity MSCI Health Care Index ETF shares in Q3 2022, an estimated $971.
  • Baron Financial Group first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's Fidelity MSCI Health Care Index ETF position peaked at $1.1K in Q4 2021.
  • 269 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.