Bedel Financial Consulting’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Bedel Financial Consulting’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	-104	Closed	-$7K	–	418
2022 Q1	$7K	Hold	104	–	–	﹤0.01%	722
2021 Q4	$7K	Hold	104	–	–	﹤0.01%	727
2021 Q3	$7K	Hold	104	–	–	﹤0.01%	724
2021 Q2	$7K	Hold	104	–	–	﹤0.01%	726
2021 Q1	$6K	Sell	104 -100	-49%	-$5.92K	﹤0.01%	713
2020 Q4	$12K	Hold	204	–	–	0.01%	524
2020 Q3	$11K	Hold	204	–	–	0.01%	497
2020 Q2	$10K	Hold	204	–	–	0.01%	486
2020 Q1	$9K	Hold	204	–	–	0.01%	489
2019 Q4	$10K	Hold	204	–	–	0.01%	506
2019 Q3	$9K	Hold	204	–	–	0.01%	499
2019 Q2	$9K	Hold	204	–	–	0.01%	505
2019 Q1	$9K	Hold	204	–	–	0.01%	500
2018 Q4	$8K	Sell	204 -160	-44%	-$7.03K	0.01%	488
2018 Q3	$16K	Buy	364 +15	+4%	+$669	0.01%	408
2018 Q2	$14K	Buy	+349	New	+$14.2K	0.01%	434

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

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Bedel Financial Consulting's FHLC Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2022, closing a stake of 104 shares — an estimated $7K sold.

Bedel Financial Consulting first reported a position in FHLC in Q2 2018 and held it in 16 quarters. The position peaked at $16K in Q3 2018. 276 funds tracked by Wall St. Rank hold FHLC as of Q2 2022.

Bedel Financial Consulting reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 104 Fidelity MSCI Health Care Index ETF shares in Q2 2022, an estimated $7K.
Bedel Financial Consulting first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2018 and held it in 16 quarters.
Bedel Financial Consulting's Fidelity MSCI Health Care Index ETF position peaked at $16K in Q3 2018.
276 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.