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LM Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

LM Advisors’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
Q1 		– Sell
-55
Closed -$3.56K – 388
2023
Q4 		$3.56K Buy
+55
New +$3.36K ﹤0.01% 622

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

LM Advisors's FHLC Position: Q1 2024 in Review

LM Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2024, closing a stake of 55 shares — an estimated $3.56K sold.

LM Advisors first reported a position in FHLC in Q4 2023 and held it in 1 quarter. The position peaked at $3.56K in Q4 2023. 320 funds tracked by Wall St. Rank hold FHLC as of Q1 2024.

  • LM Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2024 after selling out during the quarter.
  • LM Advisors sold 55 Fidelity MSCI Health Care Index ETF shares in Q1 2024, an estimated $3.56K.
  • LM Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2023 and held it in 1 quarter.
  • LM Advisors's Fidelity MSCI Health Care Index ETF position peaked at $3.56K in Q4 2023.
  • 320 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.