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Lee, Danner & Bass’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-209
Closed -$13.7K – 378
2024
Q4 		$13.7K Buy
+209
New +$14.5K ﹤0.01% 502

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Lee, Danner & Bass's FHLC Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2025, closing a stake of 209 shares — an estimated $13.7K sold.

Lee, Danner & Bass first reported a position in FHLC in Q4 2024 and held it in 1 quarter. The position peaked at $13.7K in Q4 2024. 351 funds tracked by Wall St. Rank hold FHLC as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 209 Fidelity MSCI Health Care Index ETF shares in Q1 2025, an estimated $13.7K.
  • Lee, Danner & Bass first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Fidelity MSCI Health Care Index ETF position peaked at $13.7K in Q4 2024.
  • 351 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.