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Carolina Wealth Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Carolina Wealth 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 		– Sell
-375
Closed -$22K – 293
2021
Q1 		$22K Buy
+375
New +$22.2K 0.02% 166

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CI
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Lido Advisors
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RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Carolina Wealth Advisors's FHLC Position: Q2 2021 in Review

Carolina Wealth Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2021, closing a stake of 375 shares — an estimated $22K sold.

Carolina Wealth Advisors first reported a position in FHLC in Q1 2021 and held it in 1 quarter. The position peaked at $22K in Q1 2021. 236 funds tracked by Wall St. Rank hold FHLC as of Q2 2021.

  • Carolina Wealth Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2021 after selling out during the quarter.
  • Carolina Wealth Advisors sold 375 Fidelity MSCI Health Care Index ETF shares in Q2 2021, an estimated $22K.
  • Carolina Wealth Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2021 and held it in 1 quarter.
  • Carolina Wealth Advisors's Fidelity MSCI Health Care Index ETF position peaked at $22K in Q1 2021.
  • 236 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2021.

Based on Carolina Wealth Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.