GI
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Gradient Investments’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Gradient Investments’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
-676
Closed -$46.4K – 652
2024
Q2 		$46.4K Buy
+676
New +$45.7K ﹤0.01% 507
2024
Q1 		– Sell
-182
Closed -$11.8K – 1432
2023
Q4 		$11.8K Hold
182
– – ﹤0.01% 808
2023
Q3 		$11K Sell
182
-20
-10% -$1.26K ﹤0.01% 793
2023
Q2 		$12.8K Buy
202
+20
+11% +$1.25K ﹤0.01% 769
2023
Q1 		$11.2K Hold
182
– – ﹤0.01% 784
2022
Q4 		$11.6K Hold
182
– – ﹤0.01% 778
2022
Q3 		$10K Sell
182
-8
-4% -$492 ﹤0.01% 794
2022
Q2 		$12K Buy
190
+8
+4% +$497 ﹤0.01% 729
2022
Q1 		$12K Hold
182
– – ﹤0.01% 735
2021
Q4 		$12K Hold
182
– – ﹤0.01% 758
2021
Q3 		$12K Hold
182
– – ﹤0.01% 741
2021
Q2 		$12K Hold
182
– – ﹤0.01% 725
2021
Q1 		$11K Sell
182
-90
-33% -$5.32K ﹤0.01% 742
2020
Q4 		$14K Hold
272
– – ﹤0.01% 631
2020
Q3 		$14K Buy
272
+90
+49% +$4.71K ﹤0.01% 635
2020
Q2 		$9K Hold
182
– – ﹤0.01% 660
2020
Q1 		$8K Hold
182
– – ﹤0.01% 695
2019
Q4 		$9K Hold
182
– – ﹤0.01% 718
2019
Q3 		$8K Hold
182
– – ﹤0.01% 703
2019
Q2 		$8K Hold
182
– – ﹤0.01% 699
2019
Q1 		$8K Hold
182
– – ﹤0.01% 586
2018
Q4 		$8K Hold
182
– – ﹤0.01% 627
2018
Q3 		$9K Buy
+182
New +$8.11K ﹤0.01% 642

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 22.96% 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

Gradient Investments's FHLC Position: Q3 2024 in Review

Gradient Investments sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2024, closing a stake of 676 shares — an estimated $46.4K sold.

Gradient Investments first reported a position in FHLC in Q3 2018 and held it in 23 quarters. The position peaked at $46.4K in Q2 2024. 317 funds tracked by Wall St. Rank hold FHLC as of Q3 2024.

  • Gradient Investments reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 676 Fidelity MSCI Health Care Index ETF shares in Q3 2024, an estimated $46.4K.
  • Gradient Investments first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2018 and held it in 23 quarters.
  • Gradient Investments's Fidelity MSCI Health Care Index ETF position peaked at $46.4K in Q2 2024.
  • 317 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.