Destiny Wealth Partners’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Destiny Wealth Partners’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 Q1	–	Sell	-282	Closed	-$18K	–	335
2022 Q4	$18K	Hold	282	–	–	﹤0.01%	419
2022 Q3	$16K	Hold	282	–	–	﹤0.01%	379
2022 Q2	$17K	Hold	282	–	–	﹤0.01%	375
2022 Q1	$19K	Sell	282 -79	-22%	-$5.03K	﹤0.01%	389
2021 Q4	$25K	Hold	361	–	–	﹤0.01%	373
2021 Q3	$23K	Buy	+361	New	+$23.9K	﹤0.01%	360
2021 Q2	–	Sell	-361	Closed	-$21K	–	297
2021 Q1	$21K	Sell	361 -47,128	-99%	-$2.79M	﹤0.01%	360
2020 Q4	$2.74M	Buy	+47,489	New	+$2.62M	0.57%	49

Other funds holding FHLC

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

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 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

Destiny Wealth Partners's FHLC Position: Q1 2023 in Review

Destiny Wealth Partners sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2023, closing a stake of 282 shares — an estimated $18K sold.

Destiny Wealth Partners first reported a position in FHLC in Q4 2020 and held it in 8 quarters. The position peaked at $2.74M in Q4 2020. 286 funds tracked by Wall St. Rank hold FHLC as of Q1 2023.

Destiny Wealth Partners reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2023 after selling out during the quarter.
Destiny Wealth Partners sold 282 Fidelity MSCI Health Care Index ETF shares in Q1 2023, an estimated $18K.
Destiny Wealth Partners first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2020 and held it in 8 quarters.
Destiny Wealth Partners's Fidelity MSCI Health Care Index ETF position peaked at $2.74M in Q4 2020.
286 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2023.

Based on Destiny Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.