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Forte Asset Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Forte 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
2023
Q1 		– Sell
-28,957
Closed -$1.85M – 61
2022
Q4 		$1.85M Buy
+28,957
New +$1.81M 1.21% 31

Other funds holding FHLC

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Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Forte Asset Management's FHLC Position: Q1 2023 in Review

Forte Asset Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2023, closing a stake of 28,957 shares — an estimated $1.85M sold.

Forte Asset Management first reported a position in FHLC in Q4 2022 and held it in 1 quarter. The position peaked at $1.85M in Q4 2022. 286 funds tracked by Wall St. Rank hold FHLC as of Q1 2023.

  • Forte Asset Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2023 after selling out during the quarter.
  • Forte Asset Management sold 28,957 Fidelity MSCI Health Care Index ETF shares in Q1 2023, an estimated $1.85M.
  • Forte Asset Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2022 and held it in 1 quarter.
  • Forte Asset Management's Fidelity MSCI Health Care Index ETF position peaked at $1.85M in Q4 2022.
  • 286 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2023.

Based on Forte Asset Management's 13F filing for Q1 2023, filed 24 Apr 2023.