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
2021 Q3	$64K	Buy	+2	New	+$132	0.03%	476
2019 Q4	$2K	Buy	+43	New	+$2K	﹤0.01%	1330
2019 Q3	–	Sell	-1	Closed	-$44	–	1317
2019 Q2	$0	Sell	1 -9	-90%	-$392	﹤0.01%	1373
2019 Q1	$0	Buy	+10	New	+$436	﹤0.01%	1391
2018 Q3	$1K	Sell	29 -1	-3%	-$45	﹤0.01%	1129
2018 Q2	$1K	Buy	+30	New	+$1.22K	﹤0.01%	1161

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Financial Gravity Asset Management's FHLC Position: Q3 2021 in Review

Financial Gravity Asset Management opened a new position in Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2021: 2 shares worth $64K. The stake represents 0.03% of the portfolio and ranks #476 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in FHLC as recently as Q4 2019.

Financial Gravity Asset Management first reported a position in FHLC in Q2 2018 and has held it in 6 quarters since. 242 funds tracked by Wall St. Rank hold FHLC as of Q3 2021.

Financial Gravity Asset Management held 2 shares of Fidelity MSCI Health Care Index ETF worth $64K as of Q3 2021.
Fidelity MSCI Health Care Index ETF was a new Financial Gravity Asset Management position in Q3 2021.
Fidelity MSCI Health Care Index ETF made up 0.03% of Financial Gravity Asset Management's portfolio in Q3 2021, its #476 holding.
Financial Gravity Asset Management first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2018 and has held it in 6 quarters since.
242 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.