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Personal CFO Solutions’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-4,124
Closed -$300K – 513
2024
Q3 		$300K Buy
4,124
+215
+6% +$15.4K 0.04% 424
2024
Q2 		$268K Hold
3,909
– – 0.04% 423
2024
Q1 		$273K Hold
3,909
– – 0.04% 425
2023
Q4 		$253K Sell
3,909
-60,448
-94% -$3.69M 0.04% 418
2023
Q3 		$3.9M Sell
64,357
-1,802
-3% -$113K 0.77% 24
2023
Q2 		$4.18M Buy
66,159
+296
+0.4% +$18.6K 0.85% 24
2023
Q1 		$4.05M Sell
65,863
-915
-1% -$56.8K 0.84% 23
2022
Q4 		$4.27M Buy
66,778
+61,749
+1,228% +$3.86M 0.9% 23
2022
Q3 		$290K Sell
5,029
-75
-1% -$4.61K 0.07% 256
2022
Q2 		$310K Sell
5,104
-177
-3% -$11K 0.07% 256
2022
Q1 		$347K Buy
5,281
+497
+10% +$31.6K 0.07% 281
2021
Q4 		$328K Sell
4,784
-5,334
-53% -$351K 0.06% 300
2021
Q3 		$646K Sell
10,118
-5,581
-36% -$369K 0.13% 152
2021
Q2 		$1M Sell
15,699
-73,770
-82% -$4.54M 0.21% 99
2021
Q1 		$5.28M Sell
89,469
-1,890
-2% -$112K 1.14% 18
2020
Q4 		$5.28M Buy
91,359
+4,076
+5% +$225K 1.31% 15
2020
Q3 		$5K Buy
87,283
+2,958
+4% +$155K 1.67% 10
2020
Q2 		$4.2M Buy
84,325
+3,754
+5% +$182K 1.24% 12
2020
Q1 		$3.46M Sell
80,571
-40,672
-34% -$1.93M 1.24% 14
2019
Q4 		$6.03M Sell
121,243
-4,958
-4% -$230K 1.73% 7
2019
Q3 		$5.47M Buy
+126,201
New +$5.59M 2.18% 3

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $755M AUM 16.66% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return

Personal CFO Solutions's FHLC Position: Q4 2024 in Review

Personal CFO Solutions sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2024, closing a stake of 4,124 shares — an estimated $300K sold.

Personal CFO Solutions first reported a position in FHLC in Q3 2019 and held it in 21 quarters. The position peaked at $6.03M in Q4 2019. 333 funds tracked by Wall St. Rank hold FHLC as of Q4 2024.

  • Personal CFO Solutions reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 4,124 Fidelity MSCI Health Care Index ETF shares in Q4 2024, an estimated $300K.
  • Personal CFO Solutions first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2019 and held it in 21 quarters.
  • Personal CFO Solutions's Fidelity MSCI Health Care Index ETF position peaked at $6.03M in Q4 2019.
  • 333 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.