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Gunn & Company Investment Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Gunn & Company Investment 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
2024
Q3 		– Sell
-9,422
Closed -$646K – 84
2024
Q2 		$646K Buy
+9,422
New +$637K 0.04% 82
2024
Q1 		– Sell
-9,637
Closed -$623K – 84
2023
Q4 		$623K Buy
+9,637
New +$589K 0.04% 70

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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 $9.14B AUM 16.57% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Gunn & Company Investment Management's FHLC Position: Q3 2024 in Review

Gunn & Company Investment Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2024, closing a stake of 9,422 shares — an estimated $646K sold.

Gunn & Company Investment Management first reported a position in FHLC in Q4 2023 and held it in 2 quarters. The position peaked at $646K in Q2 2024. 315 funds tracked by Wall St. Rank hold FHLC as of Q3 2024.

  • Gunn & Company Investment Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2024 after selling out during the quarter.
  • Gunn & Company Investment Management sold 9,422 Fidelity MSCI Health Care Index ETF shares in Q3 2024, an estimated $646K.
  • Gunn & Company Investment Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2023 and held it in 2 quarters.
  • Gunn & Company Investment Management's Fidelity MSCI Health Care Index ETF position peaked at $646K in Q2 2024.
  • 315 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.