FAM
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Family Asset Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Family Asset Management’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
-2
Closed -$128 – 191
2023
Q3 		$128 Hold
2
– – ﹤0.01% 182
2023
Q2 		$134 Hold
2
– – ﹤0.01% 186
2023
Q1 		$130 Buy
+2
New +$124 ﹤0.01% 177

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CI
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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

Family Asset Management's FHLC Position: Q4 2023 in Review

Family Asset Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2023, closing a stake of 2 shares — an estimated $128 sold.

Family Asset Management first reported a position in FHLC in Q1 2023 and held it in 3 quarters. The position peaked at $134 in Q2 2023. 328 funds tracked by Wall St. Rank hold FHLC as of Q4 2023.

  • Family Asset Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2023 after selling out during the quarter.
  • Family Asset Management sold 2 Fidelity MSCI Health Care Index ETF shares in Q4 2023, an estimated $128.
  • Family Asset Management first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2023 and held it in 3 quarters.
  • Family Asset Management's Fidelity MSCI Health Care Index ETF position peaked at $134 in Q2 2023.
  • 328 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2023.

Based on Family Asset Management's 13F filing for Q4 2023, filed 6 Feb 2024.