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Institutional & Family Asset Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Institutional & Family Asset Management’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
Q1 		– Sell
-175
Closed -$11.2K – 740
2022
Q4 		$11.2K Hold
175
– – ﹤0.01% 364
2022
Q3 		$10K Hold
175
– – ﹤0.01% 382
2022
Q2 		$11K Hold
175
– – ﹤0.01% 373
2022
Q1 		$11K Hold
175
– – ﹤0.01% 427
2021
Q4 		$12K Buy
175
+90
+106% +$5.92K ﹤0.01% 420
2021
Q3 		$5K Hold
85
– – ﹤0.01% 654
2021
Q2 		$5K Buy
+85
New +$5.24K ﹤0.01% 705

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 $25.5B AUM 19.2% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return