BDO Wealth Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

BDO 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
2022 Q1	–	Sell	-115	Closed	-$8K	–	1081
2021 Q4	$8K	Hold	115	–	–	﹤0.01%	757
2021 Q3	$7K	Hold	115	–	–	﹤0.01%	778
2021 Q2	$7K	Hold	115	–	–	﹤0.01%	810
2021 Q1	$7K	Hold	115	–	–	﹤0.01%	795
2020 Q4	$7K	Hold	115	–	–	﹤0.01%	590
2020 Q3	$6K	Sell	115 -1,000	-90%	-$52.3K	﹤0.01%	537
2020 Q2	$55K	Hold	1,115	–	–	0.01%	317
2020 Q1	$48K	Buy	+1,115	New	+$52.8K	0.01%	336

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LGA

Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

BDO Wealth Advisors's FHLC Position: Q1 2022 in Review

BDO Wealth Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2022, closing a stake of 115 shares — an estimated $8K sold.

BDO Wealth Advisors first reported a position in FHLC in Q1 2020 and held it in 8 quarters. The position peaked at $55K in Q2 2020. 277 funds tracked by Wall St. Rank hold FHLC as of Q1 2022.

BDO Wealth Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2022 after selling out during the quarter.
BDO Wealth Advisors sold 115 Fidelity MSCI Health Care Index ETF shares in Q1 2022, an estimated $8K.
BDO Wealth Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2020 and held it in 8 quarters.
BDO Wealth Advisors's Fidelity MSCI Health Care Index ETF position peaked at $55K in Q2 2020.
277 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2022.

Based on BDO Wealth Advisors's 13F filing for Q1 2022, filed 6 May 2022.