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Clear Perspectives Financial Planning’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Clear Perspectives Financial Planning’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
Q1 		$36.9K Sell
600
-600
-50% -$37.2K 0.02% 84
2022
Q4 		$76.8K Hold
1,200
– – 0.04% 64
2022
Q3 		$69K Buy
+1,200
New +$73.8K 0.03% 72

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clear Perspectives Financial Planning's FHLC Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 50% in Q1 2023, selling an estimated $37.2K and leaving 600 shares worth $36.9K. The position accounts for 0.02% of the portfolio, ranked #84.

Clear Perspectives Financial Planning first reported a position in FHLC in Q3 2022 and has held it in 3 quarters since. The position peaked at $76.8K in Q4 2022. 286 funds tracked by Wall St. Rank hold FHLC as of Q1 2023.

  • Clear Perspectives Financial Planning held 600 shares of Fidelity MSCI Health Care Index ETF worth $36.9K as of Q1 2023.
  • Clear Perspectives Financial Planning sold 600 Fidelity MSCI Health Care Index ETF shares in Q1 2023, an estimated $37.2K.
  • Fidelity MSCI Health Care Index ETF made up 0.02% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #84 holding.
  • Clear Perspectives Financial Planning first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2022 and has held it in 3 quarters since.
  • Clear Perspectives Financial Planning's Fidelity MSCI Health Care Index ETF position peaked at $76.8K in Q4 2022.
  • 286 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.