Koshinski Asset Management
FHLC icon

Koshinski Asset Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Koshinski 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
2024
Q2 		– Sell
-2,887
Closed -$201K – 615
2024
Q1 		$201K Buy
+2,887
New +$196K 0.02% 545
2022
Q2 		– Sell
-2,469
Closed -$162K – 1044
2022
Q1 		$162K Hold
2,469
– – 0.01% 663
2021
Q4 		$169K Buy
2,469
+5
+0.2% +$329 0.01% 674
2021
Q3 		$157K Buy
+2,464
New +$163K 0.01% 685

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Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Koshinski Asset Management's FHLC Position: Q2 2024 in Review

Koshinski Asset Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2024, closing a stake of 2,887 shares — an estimated $201K sold.

Koshinski Asset Management first reported a position in FHLC in Q3 2021 and held it in 4 quarters. The position peaked at $201K in Q1 2024. 315 funds tracked by Wall St. Rank hold FHLC as of Q2 2024.

  • Koshinski Asset Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2024 after selling out during the quarter.
  • Koshinski Asset Management sold 2,887 Fidelity MSCI Health Care Index ETF shares in Q2 2024, an estimated $201K.
  • Koshinski Asset Management first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2021 and held it in 4 quarters.
  • Koshinski Asset Management's Fidelity MSCI Health Care Index ETF position peaked at $201K in Q1 2024.
  • 315 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2024.

Based on Koshinski Asset Management's 13F filing for Q2 2024, filed 12 Jul 2024.