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Buckingham Strategic Wealth’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Buckingham Strategic Wealth’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
Q2 		– Sell
-4,333
Closed -$277K – 705
2023
Q1 		$277K Hold
4,333
– – 0.01% 497
2022
Q4 		$277K Sell
4,333
-491
-10% -$30.7K 0.01% 499
2022
Q3 		$278K Buy
+4,824
New +$297K 0.01% 484

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
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
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
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
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

Buckingham Strategic Wealth's FHLC Position: Q2 2023 in Review

Buckingham Strategic Wealth sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2023, closing a stake of 4,333 shares — an estimated $277K sold.

Buckingham Strategic Wealth first reported a position in FHLC in Q3 2022 and held it in 3 quarters. The position peaked at $278K in Q3 2022. 299 funds tracked by Wall St. Rank hold FHLC as of Q2 2023.

  • Buckingham Strategic Wealth reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2023 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 4,333 Fidelity MSCI Health Care Index ETF shares in Q2 2023, an estimated $277K.
  • Buckingham Strategic Wealth first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2022 and held it in 3 quarters.
  • Buckingham Strategic Wealth's Fidelity MSCI Health Care Index ETF position peaked at $278K in Q3 2022.
  • 299 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2023.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2023, filed 11 Aug 2023.