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Dynamic Advisor Solutions’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Dynamic Advisor Solutions’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
Q3 		– Sell
-3,938
Closed -$270K – 948
2024
Q2 		$270K Sell
3,938
-29
-0.7% -$1.96K 0.01% 795
2024
Q1 		$277K Buy
3,967
+10
+0.3% +$677 0.01% 781
2023
Q4 		$260K Buy
3,957
+654
+20% +$39.9K 0.01% 764
2023
Q3 		$200K Buy
3,303
+1
+0% +$63 0.01% 782
2023
Q2 		$208K Buy
+3,302
New +$207K 0.01% 735

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Dynamic Advisor Solutions's FHLC Position: Q3 2024 in Review

Dynamic Advisor Solutions sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2024, closing a stake of 3,938 shares — an estimated $270K sold.

Dynamic Advisor Solutions first reported a position in FHLC in Q2 2023 and held it in 5 quarters. The position peaked at $277K in Q1 2024. 317 funds tracked by Wall St. Rank hold FHLC as of Q3 2024.

  • Dynamic Advisor Solutions reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2024 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 3,938 Fidelity MSCI Health Care Index ETF shares in Q3 2024, an estimated $270K.
  • Dynamic Advisor Solutions first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2023 and held it in 5 quarters.
  • Dynamic Advisor Solutions's Fidelity MSCI Health Care Index ETF position peaked at $277K in Q1 2024.
  • 317 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2024.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2024, filed 7 Oct 2024.