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

Beacon Harbor 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
2020
Q3 		– Sell
-141,729
Closed -$7.05M – 48
2020
Q2 		$7.05M Buy
+141,729
New +$6.87M 4.05% 6

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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Beacon Harbor Wealth Advisors's FHLC Position: Q3 2020 in Review

Beacon Harbor Wealth Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2020, closing a stake of 141,729 shares — an estimated $7.05M sold.

Beacon Harbor Wealth Advisors first reported a position in FHLC in Q2 2020 and held it in 1 quarter. The position peaked at $7.05M in Q2 2020. 191 funds tracked by Wall St. Rank hold FHLC as of Q3 2020.

  • Beacon Harbor Wealth Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2020 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 141,729 Fidelity MSCI Health Care Index ETF shares in Q3 2020, an estimated $7.05M.
  • Beacon Harbor Wealth Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2020 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Fidelity MSCI Health Care Index ETF position peaked at $7.05M in Q2 2020.
  • 191 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2020.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.