HM Payson & Co’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

HM Payson & Co’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
2025 Q1	–	Sell	-300	Closed	-$19.6K	–	1054
2024 Q4	$19.6K	Hold	300	–	–	﹤0.01%	776
2024 Q3	$21.8K	Hold	300	–	–	﹤0.01%	756
2024 Q2	$20.6K	Hold	300	–	–	﹤0.01%	753
2024 Q1	$20.9K	Hold	300	–	–	﹤0.01%	742
2023 Q4	$19.4K	Hold	300	–	–	﹤0.01%	742
2023 Q3	$18.2K	Sell	300 -62	-17%	-$3.9K	﹤0.01%	751
2023 Q2	$22.9K	Buy	362 +62	+21%	+$3.89K	﹤0.01%	698
2023 Q1	$18.4K	Buy	+300	New	+$18.6K	﹤0.01%	723

Other funds holding FHLC

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

McGlone Suttner Wealth Management Appleton, Wisconsin $755M AUM 16.66% 1-Year Est. Return

Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return