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Penserra Capital Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Penserra Capital 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
2024
Q2 		– Sell
-111
Closed -$7K – 1290
2024
Q1 		$7K Buy
+111
New +$7.52K ﹤0.01% 965
2019
Q1 		– Sell
-35,894
Closed -$1.48M – 741
2018
Q4 		$1.48M Buy
+35,894
New +$1.58M 0.14% 139

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CI
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
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Penserra Capital Management's FHLC Position: Q2 2024 in Review

Penserra Capital Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2024, closing a stake of 111 shares — an estimated $7K sold.

Penserra Capital Management first reported a position in FHLC in Q4 2018 and held it in 2 quarters. The position peaked at $1.48M in Q4 2018. 315 funds tracked by Wall St. Rank hold FHLC as of Q2 2024.

  • Penserra Capital Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2024 after selling out during the quarter.
  • Penserra Capital Management sold 111 Fidelity MSCI Health Care Index ETF shares in Q2 2024, an estimated $7K.
  • Penserra Capital Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2018 and held it in 2 quarters.
  • Penserra Capital Management's Fidelity MSCI Health Care Index ETF position peaked at $1.48M in Q4 2018.
  • 315 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2024.

Based on Penserra Capital Management's 13F filing for Q2 2024, filed 13 Aug 2024.