Column Capital Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Column Capital 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
2023 Q3	$5.94K	Hold	98	–	–	﹤0.01%	584
2023 Q2	$6.19K	Hold	98	–	–	﹤0.01%	594
2023 Q1	$6.02K	Hold	98	–	–	﹤0.01%	618
2022 Q4	$6.27K	Hold	98	–	–	﹤0.01%	584
2022 Q3	$6K	Hold	98	–	–	﹤0.01%	530
2022 Q2	$6K	Hold	98	–	–	﹤0.01%	540
2022 Q1	$6K	Hold	98	–	–	﹤0.01%	549
2021 Q4	$7K	Buy	+98	New	+$6.44K	﹤0.01%	544

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

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

TIA

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Column Capital Advisors's FHLC Position: Q3 2023 in Review

Column Capital Advisors held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q3 2023 at 98 shares worth $5.94K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Column Capital Advisors first reported a position in FHLC in Q4 2021 and has held it in 8 quarters since. The position peaked at $7K in Q4 2021. 294 funds tracked by Wall St. Rank hold FHLC as of Q3 2023.

Column Capital Advisors held 98 shares of Fidelity MSCI Health Care Index ETF worth $5.94K as of Q3 2023.
Column Capital Advisors left its Fidelity MSCI Health Care Index ETF share count unchanged in Q3 2023.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #584 holding.
Column Capital Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2021 and has held it in 8 quarters since.
Column Capital Advisors's Fidelity MSCI Health Care Index ETF position peaked at $7K in Q4 2021.
294 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.