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NorthLanding Financial Partners’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

NorthLanding Financial Partners’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
Q2 		– Sell
-6,179
Closed -$380K – 42
2023
Q1 		$380K Buy
6,179
+35
+0.6% +$2.17K 0.27% 46
2022
Q4 		$394K Sell
6,144
-1,246
-17% -$77.9K 0.28% 47
2022
Q3 		$426K Buy
+7,390
New +$454K 0.34% 41

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Commonwealth Equity Services
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
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

NorthLanding Financial Partners's FHLC Position: Q2 2023 in Review

NorthLanding Financial Partners sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2023, closing a stake of 6,179 shares — an estimated $380K sold.

NorthLanding Financial Partners first reported a position in FHLC in Q3 2022 and held it in 3 quarters. The position peaked at $426K in Q3 2022. 299 funds tracked by Wall St. Rank hold FHLC as of Q2 2023.

  • NorthLanding Financial Partners reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2023 after selling out during the quarter.
  • NorthLanding Financial Partners sold 6,179 Fidelity MSCI Health Care Index ETF shares in Q2 2023, an estimated $380K.
  • NorthLanding Financial Partners first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2022 and held it in 3 quarters.
  • NorthLanding Financial Partners's Fidelity MSCI Health Care Index ETF position peaked at $426K in Q3 2022.
  • 299 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2023.

Based on NorthLanding Financial Partners's 13F filing for Q2 2023, filed 8 Aug 2023.