Keystone Financial Group (Kentucky)’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Keystone Financial Group (Kentucky)’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 Q2	–	Sell	-4,881	Closed	-$288K	–	293
2021 Q1	$288K	Buy	4,881 +328	+7%	+$19.4K	0.06%	219
2020 Q4	$263K	Buy	4,553 +396	+10%	+$21.9K	0.05%	217
2020 Q3	$219K	Buy	+4,157	New	+$217K	0.05%	219
2020 Q1	–	Sell	-4,692	Closed	-$233K	–	223
2019 Q4	$233K	Buy	+4,692	New	+$218K	0.06%	218

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TIA

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

Keystone Financial Group (Kentucky)'s FHLC Position: Q2 2021 in Review

Keystone Financial Group (Kentucky) sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2021, closing a stake of 4,881 shares — an estimated $288K sold.

Keystone Financial Group (Kentucky) first reported a position in FHLC in Q4 2019 and held it in 4 quarters. The position peaked at $288K in Q1 2021. 236 funds tracked by Wall St. Rank hold FHLC as of Q2 2021.

Keystone Financial Group (Kentucky) reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2021 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 4,881 Fidelity MSCI Health Care Index ETF shares in Q2 2021, an estimated $288K.
Keystone Financial Group (Kentucky) first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2019 and held it in 4 quarters.
Keystone Financial Group (Kentucky)'s Fidelity MSCI Health Care Index ETF position peaked at $288K in Q1 2021.
236 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2021.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2021, filed 13 Aug 2021.