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Investment Research & Advisory Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Investment Research & Advisory Group’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
2024
Q1 		– Sell
-122
Closed -$7.89K – 216
2023
Q4 		$7.89K Buy
+122
New +$7.45K ﹤0.01% 153

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 $32.7B AUM 19.2% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Investment Research & Advisory Group's FHLC Position: Q1 2024 in Review

Investment Research & Advisory Group sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2024, closing a stake of 122 shares — an estimated $7.89K sold.

Investment Research & Advisory Group first reported a position in FHLC in Q4 2023 and held it in 1 quarter. The position peaked at $7.89K in Q4 2023. 320 funds tracked by Wall St. Rank hold FHLC as of Q1 2024.

  • Investment Research & Advisory Group reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2024 after selling out during the quarter.
  • Investment Research & Advisory Group sold 122 Fidelity MSCI Health Care Index ETF shares in Q1 2024, an estimated $7.89K.
  • Investment Research & Advisory Group first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2023 and held it in 1 quarter.
  • Investment Research & Advisory Group's Fidelity MSCI Health Care Index ETF position peaked at $7.89K in Q4 2023.
  • 320 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2024.

Based on Investment Research & Advisory Group's 13F filing for Q1 2024, filed 17 Apr 2024.