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

Liberty 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
2021 Q4	–	Sell	-753	Closed	-$48K	–	481
2021 Q3	$48K	Hold	753	–	–	0.02%	433
2021 Q2	$48K	Sell	753 -260	-26%	-$16K	0.02%	324
2021 Q1	$60K	Hold	1,013	–	–	0.03%	248
2020 Q4	$60K	Buy	1,013 +1	+0.1%	+$55	0.03%	246
2020 Q3	$53K	Buy	1,012 +1	+0.1%	+$52	0.03%	221
2020 Q2	$50K	Buy	1,011 +1	+0.1%	+$48	0.04%	222
2020 Q1	$43K	Buy	1,010 +1	+0.1%	+$47	0.04%	228
2019 Q4	$50K	Buy	1,009 +754	+296%	+$35K	0.04%	245
2019 Q3	$11K	Buy	255 +1	+0.4%	+$44	0.01%	498
2019 Q2	$11K	Buy	254 +1	+0.4%	+$44	0.01%	500
2019 Q1	$11K	Buy	253 +3	+1%	+$131	0.01%	420
2018 Q4	$10K	Buy	+250	New	+$11K	0.01%	427

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

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

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

TIA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Liberty Wealth Management's FHLC Position: Q4 2021 in Review

Liberty Wealth Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2021, closing a stake of 753 shares — an estimated $48K sold.

Liberty Wealth Management first reported a position in FHLC in Q4 2018 and held it in 12 quarters. The position peaked at $60K in Q1 2021. 263 funds tracked by Wall St. Rank hold FHLC as of Q4 2021.

Liberty Wealth Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 753 Fidelity MSCI Health Care Index ETF shares in Q4 2021, an estimated $48K.
Liberty Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $60K in Q1 2021.
263 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.