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Bartlett & Co Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Bartlett & Co Wealth Management’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
Q4 		– Sell
-34
Closed -$2.06K – 1256
2023
Q3 		$2.06K Hold
34
– – ﹤0.01% 1070
2023
Q2 		$2.15K Buy
+34
New +$2.13K ﹤0.01% 1058

Other funds holding FHLC

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 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 $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bartlett & Co Wealth Management's FHLC Position: Q4 2023 in Review

Bartlett & Co Wealth Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2023, closing a stake of 34 shares — an estimated $2.06K sold.

Bartlett & Co Wealth Management first reported a position in FHLC in Q2 2023 and held it in 2 quarters. The position peaked at $2.15K in Q2 2023. 328 funds tracked by Wall St. Rank hold FHLC as of Q4 2023.

  • Bartlett & Co Wealth Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2023 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 34 Fidelity MSCI Health Care Index ETF shares in Q4 2023, an estimated $2.06K.
  • Bartlett & Co Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2023 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $2.15K in Q2 2023.
  • 328 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.