Leo Brokerage’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Leo Brokerage’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	$595K	Sell	9,800 -9,742	-50%	-$605K	0.16%	82
2022 Q1	$1.28M	Buy	+19,542	New	+$1.24M	0.2%	82
2021 Q3	$4.11M	Sell	64,368 -970	-1%	-$64.1K	0.76%	27
2021 Q2	$4.17M	Buy	65,338 +808	+1%	+$49.8K	0.84%	28
2021 Q1	$3.81M	Buy	64,530 +2,621	+4%	+$155K	1.08%	23
2020 Q4	$3.58M	Buy	61,909 +16,541	+36%	+$913K	1.15%	21
2020 Q3	$2.26M	Buy	+45,368	New	+$2.37M	0.93%	26

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

TIA

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Leo Brokerage's FHLC Position: Q2 2022 in Review

Leo Brokerage reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 50% in Q2 2022, selling an estimated $605K and leaving 9,800 shares worth $595K. The position accounts for 0.16% of the portfolio, ranked #82.

Leo Brokerage first reported a position in FHLC in Q3 2020 and has held it in 7 quarters since. The position peaked at $4.17M in Q2 2021. 276 funds tracked by Wall St. Rank hold FHLC as of Q2 2022.

Leo Brokerage held 9,800 shares of Fidelity MSCI Health Care Index ETF worth $595K as of Q2 2022.
Leo Brokerage sold 9,742 Fidelity MSCI Health Care Index ETF shares in Q2 2022, an estimated $605K.
Fidelity MSCI Health Care Index ETF made up 0.16% of Leo Brokerage's portfolio in Q2 2022, its #82 holding.
Leo Brokerage first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2020 and has held it in 7 quarters since.
Leo Brokerage's Fidelity MSCI Health Care Index ETF position peaked at $4.17M in Q2 2021.
276 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2022.

Based on Leo Brokerage's 13F filing for Q2 2022, filed 11 Jul 2022.