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Grove Bank & Trust’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Grove Bank & Trust’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
-2,260
Closed -$139K – 670
2023
Q1 		$139K Hold
2,260
– – 0.03% 253
2022
Q4 		$145K Buy
+2,260
New +$141K 0.03% 244

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CI
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Grove Bank & Trust's FHLC Position: Q2 2023 in Review

Grove Bank & Trust sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2023, closing a stake of 2,260 shares — an estimated $139K sold.

Grove Bank & Trust first reported a position in FHLC in Q4 2022 and held it in 2 quarters. The position peaked at $145K in Q4 2022. 299 funds tracked by Wall St. Rank hold FHLC as of Q2 2023.

  • Grove Bank & Trust reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2023 after selling out during the quarter.
  • Grove Bank & Trust sold 2,260 Fidelity MSCI Health Care Index ETF shares in Q2 2023, an estimated $139K.
  • Grove Bank & Trust first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2022 and held it in 2 quarters.
  • Grove Bank & Trust's Fidelity MSCI Health Care Index ETF position peaked at $145K in Q4 2022.
  • 299 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2023.

Based on Grove Bank & Trust's 13F filing for Q2 2023, filed 27 Jul 2023.