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Heritage Wealth Management (Texas)’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Heritage Wealth Management (Texas)’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
Q2 		– Sell
-4,471
Closed -$312K – 39
2024
Q1 		$312K Buy
4,471
+1
+0% +$68 0.2% 30
2023
Q4 		$289K Buy
+4,470
New +$273K 0.2% 31

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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

Heritage Wealth Management (Texas)'s FHLC Position: Q2 2024 in Review

Heritage Wealth Management (Texas) sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2024, closing a stake of 4,471 shares — an estimated $312K sold.

Heritage Wealth Management (Texas) first reported a position in FHLC in Q4 2023 and held it in 2 quarters. The position peaked at $312K in Q1 2024. 312 funds tracked by Wall St. Rank hold FHLC as of Q2 2024.

  • Heritage Wealth Management (Texas) reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2024 after selling out during the quarter.
  • Heritage Wealth Management (Texas) sold 4,471 Fidelity MSCI Health Care Index ETF shares in Q2 2024, an estimated $312K.
  • Heritage Wealth Management (Texas) first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2023 and held it in 2 quarters.
  • Heritage Wealth Management (Texas)'s Fidelity MSCI Health Care Index ETF position peaked at $312K in Q1 2024.
  • 312 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2024.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q2 2024, filed 30 Jul 2024.