CWAF
FHLC icon

Core Wealth Advisors (Florida)’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Core Wealth Advisors (Florida)’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
2020
Q1 		– Sell
-40
Closed -$2K – 155
2019
Q4 		$2K Buy
+40
New +$1.86K ﹤0.01% 113

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.97B AUM 20.77% 1-Year Est. Return

Core Wealth Advisors (Florida)'s FHLC Position: Q1 2020 in Review

Core Wealth Advisors (Florida) sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2020, closing a stake of 40 shares — an estimated $2K sold.

Core Wealth Advisors (Florida) first reported a position in FHLC in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 174 funds tracked by Wall St. Rank hold FHLC as of Q1 2020.

  • Core Wealth Advisors (Florida) reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2020 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 40 Fidelity MSCI Health Care Index ETF shares in Q1 2020, an estimated $2K.
  • Core Wealth Advisors (Florida) first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2019 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s Fidelity MSCI Health Care Index ETF position peaked at $2K in Q4 2019.
  • 174 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2020.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2020, filed 29 Apr 2020.