EWA
FHLC icon

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

EverSource Wealth 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
2024
Q3 		– Sell
-322
Closed -$22.8K – 3063
2024
Q2 		$22.8K Buy
+322
New +$21.8K ﹤0.01% 1445

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

EverSource Wealth Advisors's FHLC Position: Q3 2024 in Review

EverSource Wealth Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2024, closing a stake of 322 shares — an estimated $22.8K sold.

EverSource Wealth Advisors first reported a position in FHLC in Q2 2024 and held it in 1 quarter. The position peaked at $22.8K in Q2 2024. 315 funds tracked by Wall St. Rank hold FHLC as of Q3 2024.

  • EverSource Wealth Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 322 Fidelity MSCI Health Care Index ETF shares in Q3 2024, an estimated $22.8K.
  • EverSource Wealth Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's Fidelity MSCI Health Care Index ETF position peaked at $22.8K in Q2 2024.
  • 315 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2024.

Based on EverSource Wealth Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.