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

Lowe Wealth 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
2023 Q3	–	Sell	-50	Closed	-$3.16K	–	327
2023 Q2	$3.16K	Hold	50	–	–	﹤0.01%	291
2023 Q1	$3.07K	Hold	50	–	–	﹤0.01%	281
2022 Q4	$3.2K	Hold	50	–	–	﹤0.01%	282
2022 Q3	$3K	Hold	50	–	–	﹤0.01%	273
2022 Q2	$3K	Hold	50	–	–	﹤0.01%	261
2022 Q1	$3K	Hold	50	–	–	﹤0.01%	270
2021 Q4	$3K	Hold	50	–	–	﹤0.01%	253
2021 Q3	$3K	Hold	50	–	–	﹤0.01%	245
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	238
2021 Q1	$3K	Hold	50	–	–	﹤0.01%	231
2020 Q4	$3K	Hold	50	–	–	﹤0.01%	223
2020 Q3	$3K	Hold	50	–	–	﹤0.01%	217
2020 Q2	$2K	Hold	50	–	–	﹤0.01%	226
2020 Q1	$2K	Hold	50	–	–	﹤0.01%	234
2019 Q4	$2K	Hold	50	–	–	﹤0.01%	240
2019 Q3	$2K	Hold	50	–	–	﹤0.01%	231
2019 Q2	$2K	Buy	+50	New	+$2.18K	﹤0.01%	252

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

FSC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Lowe Wealth Advisors's FHLC Position: Q3 2023 in Review

Lowe Wealth Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2023, closing a stake of 50 shares — an estimated $3.16K sold.

Lowe Wealth Advisors first reported a position in FHLC in Q2 2019 and held it in 17 quarters. The position peaked at $3.2K in Q4 2022. 294 funds tracked by Wall St. Rank hold FHLC as of Q3 2023.

Lowe Wealth Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2023 after selling out during the quarter.
Lowe Wealth Advisors sold 50 Fidelity MSCI Health Care Index ETF shares in Q3 2023, an estimated $3.16K.
Lowe Wealth Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2019 and held it in 17 quarters.
Lowe Wealth Advisors's Fidelity MSCI Health Care Index ETF position peaked at $3.2K in Q4 2022.
294 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2023.

Based on Lowe Wealth Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.