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FHLC icon

Fiduciary Planning’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Fiduciary Planning’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
2021
Q2 		– Sell
-3,033
Closed -$179K – 132
2021
Q1 		$179K Sell
3,033
-2,206
-42% -$130K 0.27% 42
2020
Q4 		$303K Buy
5,239
+21
+0.4% +$1.16K 0.43% 43
2020
Q3 		$274K Buy
+5,218
New +$273K 0.45% 41

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Commonwealth Equity Services
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Fiduciary Planning's FHLC Position: Q2 2021 in Review

Fiduciary Planning sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2021, closing a stake of 3,033 shares — an estimated $179K sold.

Fiduciary Planning first reported a position in FHLC in Q3 2020 and held it in 3 quarters. The position peaked at $303K in Q4 2020. 236 funds tracked by Wall St. Rank hold FHLC as of Q2 2021.

  • Fiduciary Planning reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 3,033 Fidelity MSCI Health Care Index ETF shares in Q2 2021, an estimated $179K.
  • Fiduciary Planning first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Fidelity MSCI Health Care Index ETF position peaked at $303K in Q4 2020.
  • 236 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.