Kings Point Capital Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Kings Point Capital 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
2022 Q1	$33K	Hold	500	–	–	﹤0.01%	406
2021 Q4	$34K	Hold	500	–	–	﹤0.01%	443
2021 Q3	$32K	Hold	500	–	–	﹤0.01%	420
2021 Q2	$32K	Hold	500	–	–	﹤0.01%	403
2021 Q1	$29K	Hold	500	–	–	﹤0.01%	404
2020 Q4	$29K	Hold	500	–	–	﹤0.01%	379
2020 Q3	$26K	Hold	500	–	–	﹤0.01%	375
2020 Q2	$25K	Hold	500	–	–	﹤0.01%	345
2020 Q1	$21K	Sell	500 -4,000	-89%	-$190K	﹤0.01%	369
2019 Q4	$224K	Buy	+4,500	New	+$209K	0.03%	171

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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

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

LGA

Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

Kings Point Capital Management's FHLC Position: Q1 2022 in Review

Kings Point Capital Management held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q1 2022 at 500 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #406.

Kings Point Capital Management first reported a position in FHLC in Q4 2019 and has held it in 10 quarters since. The position peaked at $224K in Q4 2019. 278 funds tracked by Wall St. Rank hold FHLC as of Q1 2022.

Kings Point Capital Management held 500 shares of Fidelity MSCI Health Care Index ETF worth $33K as of Q1 2022.
Kings Point Capital Management left its Fidelity MSCI Health Care Index ETF share count unchanged in Q1 2022.
Fidelity MSCI Health Care Index ETF made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #406 holding.
Kings Point Capital Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2019 and has held it in 10 quarters since.
Kings Point Capital Management's Fidelity MSCI Health Care Index ETF position peaked at $224K in Q4 2019.
278 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.