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Financial Architects (New Jersey)’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Financial Architects (New Jersey)’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
2020
Q3 		– Sell
-450
Closed -$22K – 437
2020
Q2 		$22K Hold
450
– – 0.01% 533
2020
Q1 		$19K Buy
450
+250
+125% +$11.8K 0.01% 522
2019
Q4 		$10K Buy
+200
New +$9.29K ﹤0.01% 674
2016
Q4 		– Sell
-101
Closed -$3K – 1424
2016
Q3 		$3K Buy
+101
New +$3.53K ﹤0.01% 1244

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
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
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Financial Architects (New Jersey)'s FHLC Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2020, closing a stake of 450 shares — an estimated $22K sold.

Financial Architects (New Jersey) first reported a position in FHLC in Q3 2016 and held it in 4 quarters. The position peaked at $22K in Q2 2020. 191 funds tracked by Wall St. Rank hold FHLC as of Q3 2020.

  • Financial Architects (New Jersey) reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 450 Fidelity MSCI Health Care Index ETF shares in Q3 2020, an estimated $22K.
  • Financial Architects (New Jersey) first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2016 and held it in 4 quarters.
  • Financial Architects (New Jersey)'s Fidelity MSCI Health Care Index ETF position peaked at $22K in Q2 2020.
  • 191 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.