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Kowal Investment Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Kowal Investment 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
Q3 		$1.7M Sell
23,342
-215
-0.9% -$15.4K 0.31% 48
2024
Q2 		$1.62M Sell
23,557
-1,757
-7% -$119K 0.32% 45
2024
Q1 		$1.77M Sell
25,314
-368
-1% -$24.9K 0.38% 37
2023
Q4 		$1.66M Buy
+25,682
New +$1.57M 0.39% 37

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Kowal Investment Group's FHLC Position: Q3 2024 in Review

Kowal Investment Group reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.91% in Q3 2024, selling an estimated $15.4K and leaving 23,342 shares worth $1.7M. The position accounts for 0.31% of the portfolio, ranked #48.

Kowal Investment Group first reported a position in FHLC in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.77M in Q1 2024. 315 funds tracked by Wall St. Rank hold FHLC as of Q3 2024.

  • Kowal Investment Group held 23,342 shares of Fidelity MSCI Health Care Index ETF worth $1.7M as of Q3 2024.
  • Kowal Investment Group sold 215 Fidelity MSCI Health Care Index ETF shares in Q3 2024, an estimated $15.4K.
  • Fidelity MSCI Health Care Index ETF made up 0.31% of Kowal Investment Group's portfolio in Q3 2024, its #48 holding.
  • Kowal Investment Group first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2023 and has held it in 4 quarters since.
  • Kowal Investment Group's Fidelity MSCI Health Care Index ETF position peaked at $1.77M in Q1 2024.
  • 315 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.