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IBEX Wealth Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

IBEX Wealth Advisors’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
2021
Q4 		– Sell
-407
Closed -$26K – 268
2021
Q3 		$26K Buy
+407
New +$26.9K 0.01% 303

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
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
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

IBEX Wealth Advisors's FHLC Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2021, closing a stake of 407 shares — an estimated $26K sold.

IBEX Wealth Advisors first reported a position in FHLC in Q3 2021 and held it in 1 quarter. The position peaked at $26K in Q3 2021. 263 funds tracked by Wall St. Rank hold FHLC as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 407 Fidelity MSCI Health Care Index ETF shares in Q4 2021, an estimated $26K.
  • IBEX Wealth Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2021 and held it in 1 quarter.
  • IBEX Wealth Advisors's Fidelity MSCI Health Care Index ETF position peaked at $26K in Q3 2021.
  • 263 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.