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Bel Air Investment Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Bel Air Investment 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
2021
Q2 		$233K Hold
3,662
– – 0.01% 351
2021
Q1 		$216K Buy
+3,662
New +$217K 0.01% 391

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CI
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Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Bel Air Investment Advisors's FHLC Position: Q2 2021 in Review

Bel Air Investment Advisors held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q2 2021 at 3,662 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #351.

Bel Air Investment Advisors first reported a position in FHLC in Q1 2021 and has held it in 2 quarters since. 236 funds tracked by Wall St. Rank hold FHLC as of Q2 2021.

  • Bel Air Investment Advisors held 3,662 shares of Fidelity MSCI Health Care Index ETF worth $233K as of Q2 2021.
  • Bel Air Investment Advisors left its Fidelity MSCI Health Care Index ETF share count unchanged in Q2 2021.
  • Fidelity MSCI Health Care Index ETF made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #351 holding.
  • Bel Air Investment Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2021 and has held it in 2 quarters since.
  • 236 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.