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

Belmont Capital’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
2023
Q3 		– Sell
-240
Closed -$15.2K – 185
2023
Q2 		$15.2K Buy
+240
New +$15.1K 0.01% 119

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Commonwealth Equity Services
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FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Belmont Capital's FHLC Position: Q3 2023 in Review

Belmont Capital sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2023, closing a stake of 240 shares — an estimated $15.2K sold.

Belmont Capital first reported a position in FHLC in Q2 2023 and held it in 1 quarter. The position peaked at $15.2K in Q2 2023. 294 funds tracked by Wall St. Rank hold FHLC as of Q3 2023.

  • Belmont Capital reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2023 after selling out during the quarter.
  • Belmont Capital sold 240 Fidelity MSCI Health Care Index ETF shares in Q3 2023, an estimated $15.2K.
  • Belmont Capital first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2023 and held it in 1 quarter.
  • Belmont Capital's Fidelity MSCI Health Care Index ETF position peaked at $15.2K in Q2 2023.
  • 294 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2023.

Based on Belmont Capital's 13F filing for Q3 2023, filed 13 Nov 2023.