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Beaumont Capital Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Beaumont Capital 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
2022
Q2 		– Sell
-3,156
Closed -$207K – 31
2022
Q1 		$207K Buy
3,156
+188
+6% +$12K 0.13% 38
2021
Q4 		$203K Sell
2,968
-233
-7% -$15.3K 0.12% 44
2021
Q3 		$204K Buy
+3,201
New +$212K 0.17% 32

Other funds holding FHLC

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

Beaumont Capital Management's FHLC Position: Q2 2022 in Review

Beaumont Capital Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2022, closing a stake of 3,156 shares — an estimated $207K sold.

Beaumont Capital Management first reported a position in FHLC in Q3 2021 and held it in 3 quarters. The position peaked at $207K in Q1 2022. 276 funds tracked by Wall St. Rank hold FHLC as of Q2 2022.

  • Beaumont Capital Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2022 after selling out during the quarter.
  • Beaumont Capital Management sold 3,156 Fidelity MSCI Health Care Index ETF shares in Q2 2022, an estimated $207K.
  • Beaumont Capital Management first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2021 and held it in 3 quarters.
  • Beaumont Capital Management's Fidelity MSCI Health Care Index ETF position peaked at $207K in Q1 2022.
  • 276 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2022.

Based on Beaumont Capital Management's 13F filing for Q2 2022, filed 10 Aug 2022.