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

PFS 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
Q4 		– Sell
-75
Closed -$4.54K – 474
2023
Q3 		$4.54K Hold
75
– – ﹤0.01% 344
2023
Q2 		$4.73K Hold
75
– – ﹤0.01% 365
2023
Q1 		$4.61K Sell
75
-76
-50% -$4.72K ﹤0.01% 290
2022
Q4 		$9.66K Hold
151
– – 0.01% 212
2022
Q3 		$8.71K Hold
151
– – 0.01% 207
2022
Q2 		$9.16K Hold
151
– – 0.01% 207
2022
Q1 		$9.91K Hold
151
– – 0.01% 214
2021
Q4 		$10.4K Buy
+151
New +$9.93K 0.01% 208

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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PFS Partners's FHLC Position: Q4 2023 in Review

PFS Partners sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2023, closing a stake of 75 shares — an estimated $4.54K sold.

PFS Partners first reported a position in FHLC in Q4 2021 and held it in 8 quarters. The position peaked at $10.4K in Q4 2021. 328 funds tracked by Wall St. Rank hold FHLC as of Q4 2023.

  • PFS Partners reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2023 after selling out during the quarter.
  • PFS Partners sold 75 Fidelity MSCI Health Care Index ETF shares in Q4 2023, an estimated $4.54K.
  • PFS Partners first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2021 and held it in 8 quarters.
  • PFS Partners's Fidelity MSCI Health Care Index ETF position peaked at $10.4K in Q4 2021.
  • 328 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2023.

Based on PFS Partners's 13F filing for Q4 2023, filed 29 Jan 2024.