PO
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Private Ocean’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Private Ocean’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
Q2 		$28K Buy
+408
New +$27.6K ﹤0.01% 310
2024
Q1 		– Sell
-408
Closed -$26.4K – 506
2023
Q4 		$26.4K Buy
+408
New +$24.9K ﹤0.01% 297
2023
Q2 		– Sell
-408
Closed -$25.1K – 605
2023
Q1 		$25.1K Sell
408
-1
-0.2% -$62 ﹤0.01% 301
2022
Q4 		$26.1K Buy
409
+1
+0.2% +$63 ﹤0.01% 294
2022
Q3 		$23K Buy
+408
New +$25.1K ﹤0.01% 296
2020
Q2 		– Sell
-335
Closed -$14K – 512
2020
Q1 		$14K Buy
+335
New +$15.9K ﹤0.01% 353

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 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 $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return