Piershale Financial Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Piershale Financial Group’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	$17.4K	Hold	275	–	–	0.01%	82
2023 Q1	$16.9K	Hold	275	–	–	0.01%	77
2022 Q4	$17.6K	Buy	+275	New	+$17.2K	0.01%	75
2015 Q2	–	Sell	-134	Closed	-$5K	–	118
2015 Q1	$5K	Sell	134 -6	-4%	-$207	﹤0.01%	98
2014 Q4	$5K	Buy	140 +28	+25%	+$895	﹤0.01%	118
2014 Q3	$3K	Buy	+112	New	+$3.35K	﹤0.01%	111

Other funds holding FHLC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Piershale Financial Group's FHLC Position: Q2 2023 in Review

Piershale Financial Group held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q2 2023 at 275 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #82.

Piershale Financial Group first reported a position in FHLC in Q3 2014 and has held it in 6 quarters since. The position peaked at $17.6K in Q4 2022. 298 funds tracked by Wall St. Rank hold FHLC as of Q2 2023.

Piershale Financial Group held 275 shares of Fidelity MSCI Health Care Index ETF worth $17.4K as of Q2 2023.
Piershale Financial Group left its Fidelity MSCI Health Care Index ETF share count unchanged in Q2 2023.
Fidelity MSCI Health Care Index ETF made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #82 holding.
Piershale Financial Group first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2014 and has held it in 6 quarters since.
Piershale Financial Group's Fidelity MSCI Health Care Index ETF position peaked at $17.6K in Q4 2022.
298 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.