Claraphi Advisory Network’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Claraphi Advisory Network’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
2022 Q3	–	Sell	-7,019	Closed	-$426K	–	229
2022 Q2	$426K	Buy	7,019 +912	+15%	+$56.6K	0.15%	157
2022 Q1	$401K	Buy	+6,107	New	+$389K	0.12%	166
2020 Q2	–	Sell	-2,747	Closed	-$118K	–	582
2020 Q1	$118K	Buy	+2,747	New	+$130K	0.06%	296
2019 Q2	–	Sell	-8,705	Closed	-$387K	–	249
2019 Q1	$387K	Buy	8,705 +250	+3%	+$10.9K	0.24%	106
2018 Q4	$349K	Buy	+8,455	New	+$372K	0.27%	105

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Claraphi Advisory Network's FHLC Position: Q3 2022 in Review

Claraphi Advisory Network sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2022, closing a stake of 7,019 shares — an estimated $426K sold.

Claraphi Advisory Network first reported a position in FHLC in Q4 2018 and held it in 5 quarters. The position peaked at $426K in Q2 2022. 269 funds tracked by Wall St. Rank hold FHLC as of Q3 2022.

Claraphi Advisory Network reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2022 after selling out during the quarter.
Claraphi Advisory Network sold 7,019 Fidelity MSCI Health Care Index ETF shares in Q3 2022, an estimated $426K.
Claraphi Advisory Network first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2018 and held it in 5 quarters.
Claraphi Advisory Network's Fidelity MSCI Health Care Index ETF position peaked at $426K in Q2 2022.
269 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2022.

Based on Claraphi Advisory Network's 13F filing for Q3 2022, filed 15 Nov 2022.