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Gilbert & Cook’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Gilbert & Cook’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
Q3 		– Sell
-3,606
Closed -$247K – 220
2024
Q2 		$247K Sell
3,606
-562
-13% -$38K 0.04% 190
2024
Q1 		$291K Sell
4,168
-269
-6% -$18.2K 0.04% 189
2023
Q4 		$287K Sell
4,437
-29
-0.6% -$1.77K 0.04% 192
2023
Q3 		$271K Buy
+4,466
New +$281K 0.04% 186

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Gilbert & Cook's FHLC Position: Q3 2024 in Review

Gilbert & Cook sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2024, closing a stake of 3,606 shares — an estimated $247K sold.

Gilbert & Cook first reported a position in FHLC in Q3 2023 and held it in 4 quarters. The position peaked at $291K in Q1 2024. 318 funds tracked by Wall St. Rank hold FHLC as of Q3 2024.

  • Gilbert & Cook reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2024 after selling out during the quarter.
  • Gilbert & Cook sold 3,606 Fidelity MSCI Health Care Index ETF shares in Q3 2024, an estimated $247K.
  • Gilbert & Cook first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2023 and held it in 4 quarters.
  • Gilbert & Cook's Fidelity MSCI Health Care Index ETF position peaked at $291K in Q1 2024.
  • 318 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2024.

Based on Gilbert & Cook's 13F filing for Q3 2024, filed 7 Nov 2024.