Godsey & Gibb Inc’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Godsey & Gibb Inc’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 Q4	–	Sell	-300	Closed	-$21.8K	–	389
2024 Q3	$21.8K	Hold	300	–	–	﹤0.01%	255
2024 Q2	$20.6K	Hold	300	–	–	﹤0.01%	248
2024 Q1	$20.9K	Hold	300	–	–	﹤0.01%	222
2023 Q4	$19.4K	Hold	300	–	–	﹤0.01%	223
2023 Q3	$18.2K	Hold	300	–	–	﹤0.01%	213
2023 Q2	$18.9K	Hold	300	–	–	﹤0.01%	226
2023 Q1	$18.4K	Hold	300	–	–	﹤0.01%	210
2022 Q4	$19.2K	Buy	+300	New	+$18.8K	﹤0.01%	160
2022 Q2	–	Sell	-300	Closed	-$20K	–	124
2022 Q1	$20K	Buy	+300	New	+$19.1K	0.01%	71
2021 Q4	–	Sell	-300	Closed	-$19K	–	111
2021 Q3	$19K	Hold	300	–	–	0.01%	63
2021 Q2	$19K	Buy	+300	New	+$18.5K	0.01%	64

Other funds holding FHLC

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

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Godsey & Gibb Inc's FHLC Position: Q4 2024 in Review

Godsey & Gibb Inc sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2024, closing a stake of 300 shares — an estimated $21.8K sold.

Godsey & Gibb Inc first reported a position in FHLC in Q2 2021 and held it in 11 quarters. The position peaked at $21.8K in Q3 2024. 335 funds tracked by Wall St. Rank hold FHLC as of Q4 2024.

Godsey & Gibb Inc reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2024 after selling out during the quarter.
Godsey & Gibb Inc sold 300 Fidelity MSCI Health Care Index ETF shares in Q4 2024, an estimated $21.8K.
Godsey & Gibb Inc first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2021 and held it in 11 quarters.
Godsey & Gibb Inc's Fidelity MSCI Health Care Index ETF position peaked at $21.8K in Q3 2024.
335 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2024.

Based on Godsey & Gibb Inc's 13F filing for Q4 2024, filed 14 Jan 2025.