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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Cornerstone Planning Group's FHLC Position: Q4 2024 in Review

Cornerstone Planning Group sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2024, closing a stake of 16 shares — an estimated $1.13K sold.

Cornerstone Planning Group first reported a position in FHLC in Q4 2022 and held it in 7 quarters. The position peaked at $17.7K in Q3 2023. 335 funds tracked by Wall St. Rank hold FHLC as of Q4 2024.

Cornerstone Planning Group reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2024 after selling out during the quarter.
Cornerstone Planning Group sold 16 Fidelity MSCI Health Care Index ETF shares in Q4 2024, an estimated $1.13K.
Cornerstone Planning Group first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2022 and held it in 7 quarters.
Cornerstone Planning Group's Fidelity MSCI Health Care Index ETF position peaked at $17.7K in Q3 2023.
335 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2024.

Based on Cornerstone Planning Group's 13F filing for Q4 2024, filed 29 Jan 2025.