CPG
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Cornerstone Planning Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Cornerstone Planning Group’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
2024
Q4 		– Sell
-16
Closed -$1.13K – 1433
2024
Q3 		$1.13K Hold
16
– – ﹤0.01% 911
2024
Q2 		$1.11K Sell
16
-18
-53% -$1.22K ﹤0.01% 915
2024
Q1 		$2.26K Sell
34
-88
-72% -$5.96K ﹤0.01% 643
2023
Q4 		$7.89K Sell
122
-171
-58% -$10.4K ﹤0.01% 471
2023
Q3 		$17.7K Buy
293
+217
+286% +$13.6K 0.01% 325
2023
Q2 		$4.78K Buy
+76
New +$4.77K ﹤0.01% 907
2022
Q4 		$4.79K Buy
+75
New +$4.69K ﹤0.01% 915

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $755M AUM 16.66% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return