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Harbor Investment Advisory’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Harbor Investment Advisory’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
2022
Q4 		– Sell
-423
Closed -$24K – 1350
2022
Q3 		$24K Hold
423
– – ﹤0.01% 861
2022
Q2 		$26K Buy
+423
New +$26.3K ﹤0.01% 851

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Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Harbor Investment Advisory's FHLC Position: Q4 2022 in Review

Harbor Investment Advisory sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2022, closing a stake of 423 shares — an estimated $24K sold.

Harbor Investment Advisory first reported a position in FHLC in Q2 2022 and held it in 2 quarters. The position peaked at $26K in Q2 2022. 298 funds tracked by Wall St. Rank hold FHLC as of Q4 2022.

  • Harbor Investment Advisory reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2022 after selling out during the quarter.
  • Harbor Investment Advisory sold 423 Fidelity MSCI Health Care Index ETF shares in Q4 2022, an estimated $24K.
  • Harbor Investment Advisory first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2022 and held it in 2 quarters.
  • Harbor Investment Advisory's Fidelity MSCI Health Care Index ETF position peaked at $26K in Q2 2022.
  • 298 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2022.

Based on Harbor Investment Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.