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FGAM
Financial Gravity Asset Management’s
Fidelity MSCI Health Care Index ETF
FHLC
Stock Holding History
Financial Gravity 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
2024
Q2
–
Sell
-87
Closed
-$6.08K
–
1827
2024
Q1
$6.08K
Buy
+87
New
+$5.89K
﹤0.01%
823
2023
Q3
–
Sell
-63
Closed
-$1.54K
–
1426
2023
Q2
$1.54K
Buy
63
+2
+3%
+$125
﹤0.01%
705
2023
Q1
$215
Sell
61
-3
-5%
-$186
0.01%
605
2022
Q4
$69.2K
Buy
64
+6
+10%
+$375
0.36%
50
2022
Q3
$228
Sell
58
-3
-5%
-$184
0.01%
528
2022
Q2
$205
Sell
61
-5
-8%
-$310
0.01%
528
2022
Q1
$15
Buy
+66
New
+$4.2K
﹤0.01%
746
2021
Q4
–
Sell
-2
Closed
-$64K
–
977
2021
Q3
$64K
Buy
+2
New
+$132
0.03%
476
2020
Q1
–
Sell
-43
Closed
-$2K
–
1199
2019
Q4
$2K
Buy
+43
New
+$2K
﹤0.01%
1330
2019
Q3
–
Sell
-1
Closed
-$44
–
1336
2019
Q2
$0
Sell
1
-9
-90%
-$392
﹤0.01%
1383
2019
Q1
$0
Buy
+10
New
+$436
﹤0.01%
1399
2018
Q3
$1K
Sell
29
-1
-3%
-$45
﹤0.01%
1129
2018
Q2
$1K
Buy
+30
New
+$1.22K
﹤0.01%
1161
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1-Year Est. Return
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HI
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18.23%
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$71.6B AUM
21.08%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
CI
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$16.5B AUM
68.34%
1-Year Est. Return
RWP
RWA Wealth Partners
Newton, Massachusetts
$9.14B AUM
16.57%
1-Year Est. Return
FSC
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Oklahoma City, Oklahoma
$1.81B AUM
10.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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