Professional Financial Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Professional Financial Advisors’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
2022 Q4	–	Sell	-264	Closed	-$15K	–	209
2022 Q3	$15K	Hold	264	–	–	0.01%	253
2022 Q2	$16K	Hold	264	–	–	0.01%	253
2022 Q1	$17K	Hold	264	–	–	0.01%	254
2021 Q4	$18K	Hold	264	–	–	0.01%	256
2021 Q3	$17K	Hold	264	–	–	0.01%	221
2021 Q2	$17K	Hold	264	–	–	0.01%	233
2021 Q1	$16K	Buy	264 +50	+23%	+$2.96K	0.01%	211
2020 Q4	$12K	Hold	214	–	–	0.01%	225
2020 Q3	$11K	Buy	+214	New	+$11.2K	0.01%	215

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Professional Financial Advisors's FHLC Position: Q4 2022 in Review

Professional Financial Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2022, closing a stake of 264 shares — an estimated $15K sold.

Professional Financial Advisors first reported a position in FHLC in Q3 2020 and held it in 9 quarters. The position peaked at $18K in Q4 2021. 298 funds tracked by Wall St. Rank hold FHLC as of Q4 2022.

Professional Financial Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 264 Fidelity MSCI Health Care Index ETF shares in Q4 2022, an estimated $15K.
Professional Financial Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's Fidelity MSCI Health Care Index ETF position peaked at $18K in Q4 2021.
298 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.