Lake Point Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Lake Point Wealth 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 Q2	$18K	Hold	300	–	–	0.01%	121
2022 Q1	$20K	Sell	300 -275	-48%	-$17.5K	0.01%	110
2021 Q4	$39K	Buy	575 +325	+130%	+$21.4K	0.02%	81
2021 Q3	$16K	Hold	250	–	–	0.01%	124
2021 Q2	$16K	Buy	+250	New	+$15.4K	0.01%	137

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

TIA

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

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Lake Point Wealth Management's FHLC Position: Q2 2022 in Review

Lake Point Wealth Management held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q2 2022 at 300 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #121.

Lake Point Wealth Management first reported a position in FHLC in Q2 2021 and has held it in 5 quarters since. The position peaked at $39K in Q4 2021. 277 funds tracked by Wall St. Rank hold FHLC as of Q2 2022.

Lake Point Wealth Management held 300 shares of Fidelity MSCI Health Care Index ETF worth $18K as of Q2 2022.
Lake Point Wealth Management left its Fidelity MSCI Health Care Index ETF share count unchanged in Q2 2022.
Fidelity MSCI Health Care Index ETF made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #121 holding.
Lake Point Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2021 and has held it in 5 quarters since.
Lake Point Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $39K in Q4 2021.
277 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.