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FHLC icon

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

CEDRUS’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
2024
Q3 		$1.27M Buy
17,411
+3,227
+23% +$231K 0.47% 43
2024
Q2 		$973K Buy
14,184
+1,163
+9% +$78.6K 0.49% 37
2024
Q1 		$908K Buy
13,021
+908
+7% +$61.5K 0.5% 36
2023
Q4 		$784K Buy
12,113
+2,101
+21% +$128K 0.49% 38
2023
Q3 		$607K Buy
+10,012
New +$629K 0.43% 42

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

CEDRUS's FHLC Position: Q3 2024 in Review

CEDRUS increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 23% in Q3 2024, buying an estimated $231K and bringing the position to 17,411 shares worth $1.27M. The position accounts for 0.47% of the portfolio, ranked #43.

CEDRUS first reported a position in FHLC in Q3 2023 and has held it in 5 quarters since. 316 funds tracked by Wall St. Rank hold FHLC as of Q3 2024.

  • CEDRUS held 17,411 shares of Fidelity MSCI Health Care Index ETF worth $1.27M as of Q3 2024.
  • CEDRUS bought 3,227 Fidelity MSCI Health Care Index ETF shares in Q3 2024, an estimated $231K.
  • Fidelity MSCI Health Care Index ETF made up 0.47% of CEDRUS's portfolio in Q3 2024, its #43 holding.
  • CEDRUS first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2023 and has held it in 5 quarters since.
  • 316 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.