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

Beam 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
Q2 		– Sell
-33,162
Closed -$1.43M – 141
2020
Q1 		$1.43M Buy
+33,162
New +$1.57M 1.41% 18

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Beam Wealth Advisors's FHLC Position: Q2 2020 in Review

Beam Wealth Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2020, closing a stake of 33,162 shares — an estimated $1.43M sold.

Beam Wealth Advisors first reported a position in FHLC in Q1 2020 and held it in 1 quarter. The position peaked at $1.43M in Q1 2020. 190 funds tracked by Wall St. Rank hold FHLC as of Q2 2020.

  • Beam Wealth Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2020 after selling out during the quarter.
  • Beam Wealth Advisors sold 33,162 Fidelity MSCI Health Care Index ETF shares in Q2 2020, an estimated $1.43M.
  • Beam Wealth Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2020 and held it in 1 quarter.
  • Beam Wealth Advisors's Fidelity MSCI Health Care Index ETF position peaked at $1.43M in Q1 2020.
  • 190 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2020.

Based on Beam Wealth Advisors's 13F filing for Q2 2020, filed 7 Jul 2020.