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Graham Capital Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Graham Capital Wealth 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
Q2 		– Sell
-886
Closed -$54.5K – 77
2023
Q1 		$54.5K Buy
+886
New +$55K 0.08% 106

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Commonwealth Equity Services
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FSC
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TIA
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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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Graham Capital Wealth Management's FHLC Position: Q2 2023 in Review

Graham Capital Wealth Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2023, closing a stake of 886 shares — an estimated $54.5K sold.

Graham Capital Wealth Management first reported a position in FHLC in Q1 2023 and held it in 1 quarter. The position peaked at $54.5K in Q1 2023. 299 funds tracked by Wall St. Rank hold FHLC as of Q2 2023.

  • Graham Capital Wealth Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2023 after selling out during the quarter.
  • Graham Capital Wealth Management sold 886 Fidelity MSCI Health Care Index ETF shares in Q2 2023, an estimated $54.5K.
  • Graham Capital Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2023 and held it in 1 quarter.
  • Graham Capital Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $54.5K in Q1 2023.
  • 299 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2023.

Based on Graham Capital Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.