Householder Group Estate & Retirement Specialist’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023 Q4	–	Sell	-48	Closed	-$2.91K	–	1200
2023 Q3	$2.91K	Buy	+48	New	+$3.02K	﹤0.01%	1025
2023 Q1	$35K	Buy	+574	New	+$35.6K	0.01%	512
2022 Q4	–	Sell	-574	Closed	-$33K	–	565
2022 Q3	$33K	Buy	+574	New	+$35.3K	0.01%	476

Other funds holding FHLC

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FHLC Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2023, closing a stake of 48 shares — an estimated $2.91K sold.

Householder Group Estate & Retirement Specialist first reported a position in FHLC in Q3 2022 and held it in 3 quarters. The position peaked at $35K in Q1 2023. 326 funds tracked by Wall St. Rank hold FHLC as of Q4 2023.

Householder Group Estate & Retirement Specialist reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2023 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 48 Fidelity MSCI Health Care Index ETF shares in Q4 2023, an estimated $2.91K.
Householder Group Estate & Retirement Specialist first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2022 and held it in 3 quarters.
Householder Group Estate & Retirement Specialist's Fidelity MSCI Health Care Index ETF position peaked at $35K in Q1 2023.
326 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.