Princeton Global Asset Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Princeton Global Asset 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
2023 Q1	–	Sell	-218	Closed	-$14K	–	600
2022 Q4	$14K	Buy	+218	New	+$13.6K	﹤0.01%	367
2020 Q4	–	Sell	-4,306	Closed	-$227K	–	486
2020 Q3	$227K	Buy	4,306 +77	+2%	+$4.03K	0.09%	148
2020 Q2	$210K	Buy	+4,229	New	+$205K	0.07%	177

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TIA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Princeton Global Asset Management's FHLC Position: Q1 2023 in Review

Princeton Global Asset Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2023, closing a stake of 218 shares — an estimated $14K sold.

Princeton Global Asset Management first reported a position in FHLC in Q2 2020 and held it in 3 quarters. The position peaked at $227K in Q3 2020. 286 funds tracked by Wall St. Rank hold FHLC as of Q1 2023.

Princeton Global Asset Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2023 after selling out during the quarter.
Princeton Global Asset Management sold 218 Fidelity MSCI Health Care Index ETF shares in Q1 2023, an estimated $14K.
Princeton Global Asset Management first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2020 and held it in 3 quarters.
Princeton Global Asset Management's Fidelity MSCI Health Care Index ETF position peaked at $227K in Q3 2020.
286 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2023.

Based on Princeton Global Asset Management's 13F filing for Q1 2023, filed 20 Apr 2023.