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

Planned 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
Q1 		– Sell
-2,000
Closed -$129K – 241
2023
Q4 		$129K Buy
+2,000
New +$122K 0.06% 150

Other funds holding FHLC

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Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Planned Solutions's FHLC Position: Q1 2024 in Review

Planned Solutions sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2024, closing a stake of 2,000 shares — an estimated $129K sold.

Planned Solutions first reported a position in FHLC in Q4 2023 and held it in 1 quarter. The position peaked at $129K in Q4 2023. 320 funds tracked by Wall St. Rank hold FHLC as of Q1 2024.

  • Planned Solutions reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2024 after selling out during the quarter.
  • Planned Solutions sold 2,000 Fidelity MSCI Health Care Index ETF shares in Q1 2024, an estimated $129K.
  • Planned Solutions first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2023 and held it in 1 quarter.
  • Planned Solutions's Fidelity MSCI Health Care Index ETF position peaked at $129K in Q4 2023.
  • 320 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2024.

Based on Planned Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.