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Coppell Advisory Solutions’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-191
Closed -$11.9K – 1311
2023
Q2 		$11.9K Buy
+191
New +$12K ﹤0.01% 652

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FSC
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Envestnet Asset Management
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Coppell Advisory Solutions's FHLC Position: Q3 2023 in Review

Coppell Advisory Solutions sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2023, closing a stake of 191 shares — an estimated $11.9K sold.

Coppell Advisory Solutions first reported a position in FHLC in Q2 2023 and held it in 1 quarter. The position peaked at $11.9K in Q2 2023. 294 funds tracked by Wall St. Rank hold FHLC as of Q3 2023.

  • Coppell Advisory Solutions reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2023 after selling out during the quarter.
  • Coppell Advisory Solutions sold 191 Fidelity MSCI Health Care Index ETF shares in Q3 2023, an estimated $11.9K.
  • Coppell Advisory Solutions first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2023 and held it in 1 quarter.
  • Coppell Advisory Solutions's Fidelity MSCI Health Care Index ETF position peaked at $11.9K in Q2 2023.
  • 294 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2023.

Based on Coppell Advisory Solutions's 13F filing for Q3 2023, filed 14 Nov 2023.