HPC
FHLC icon

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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

HM Payson & Co's FHLC Position: Q1 2025 in Review

HM Payson & Co sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2025, closing a stake of 300 shares — an estimated $19.6K sold.

HM Payson & Co first reported a position in FHLC in Q1 2023 and held it in 8 quarters. The position peaked at $22.9K in Q2 2023. 351 funds tracked by Wall St. Rank hold FHLC as of Q1 2025.

  • HM Payson & Co reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2025 after selling out during the quarter.
  • HM Payson & Co sold 300 Fidelity MSCI Health Care Index ETF shares in Q1 2025, an estimated $19.6K.
  • HM Payson & Co first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2023 and held it in 8 quarters.
  • HM Payson & Co's Fidelity MSCI Health Care Index ETF position peaked at $22.9K in Q2 2023.
  • 351 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2025.

Based on HM Payson & Co's 13F filing for Q1 2025, filed 29 Apr 2025.