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Fernwood Investment Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-2,700
Closed -$188K – 368
2024
Q1 		$188K Buy
+2,700
New +$183K 0.05% 199
2018
Q4 		– Sell
-4,500
Closed -$211K – 155
2018
Q3 		$211K Buy
+4,500
New +$201K 0.11% 152

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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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

Fernwood Investment Management's FHLC Position: Q2 2024 in Review

Fernwood Investment Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2024, closing a stake of 2,700 shares — an estimated $188K sold.

Fernwood Investment Management first reported a position in FHLC in Q3 2018 and held it in 2 quarters. The position peaked at $211K in Q3 2018. 315 funds tracked by Wall St. Rank hold FHLC as of Q2 2024.

  • Fernwood Investment Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 2,700 Fidelity MSCI Health Care Index ETF shares in Q2 2024, an estimated $188K.
  • Fernwood Investment Management first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2018 and held it in 2 quarters.
  • Fernwood Investment Management's Fidelity MSCI Health Care Index ETF position peaked at $211K in Q3 2018.
  • 315 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.