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

Crewe 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
Q4 		– Sell
-107
Closed -$6.48K – 520
2023
Q3 		$6.48K Hold
107
– – ﹤0.01% 276
2023
Q2 		$6.75K Buy
+107
New +$6.71K ﹤0.01% 439

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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Crewe Advisors's FHLC Position: Q4 2023 in Review

Crewe Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2023, closing a stake of 107 shares — an estimated $6.48K sold.

Crewe Advisors first reported a position in FHLC in Q2 2023 and held it in 2 quarters. The position peaked at $6.75K in Q2 2023. 328 funds tracked by Wall St. Rank hold FHLC as of Q4 2023.

  • Crewe Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2023 after selling out during the quarter.
  • Crewe Advisors sold 107 Fidelity MSCI Health Care Index ETF shares in Q4 2023, an estimated $6.48K.
  • Crewe Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2023 and held it in 2 quarters.
  • Crewe Advisors's Fidelity MSCI Health Care Index ETF position peaked at $6.75K in Q2 2023.
  • 328 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.