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

Professional Planning’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
2021 Q3	$599K	Sell	9,392 -300	-3%	-$19.8K	0.29%	64
2021 Q2	$617K	Sell	9,692 -598	-6%	-$36.8K	0.28%	65
2021 Q1	$606K	Sell	10,290 -534	-5%	-$31.6K	0.3%	57
2020 Q4	$625K	Buy	+10,824	New	+$597K	0.25%	69
2020 Q3	–	Sell	-5,204	Closed	-$259K	–	52
2020 Q2	$259K	Buy	+5,204	New	+$252K	0.14%	94

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

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

TIA

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

Professional Planning's FHLC Position: Q3 2021 in Review

Professional Planning reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 3.1% in Q3 2021, selling an estimated $19.8K and leaving 9,392 shares worth $599K. The position accounts for 0.29% of the portfolio, ranked #64.

Professional Planning first reported a position in FHLC in Q2 2020 and has held it in 5 quarters since. The position peaked at $625K in Q4 2020. 242 funds tracked by Wall St. Rank hold FHLC as of Q3 2021.

Professional Planning held 9,392 shares of Fidelity MSCI Health Care Index ETF worth $599K as of Q3 2021.
Professional Planning sold 300 Fidelity MSCI Health Care Index ETF shares in Q3 2021, an estimated $19.8K.
Fidelity MSCI Health Care Index ETF made up 0.29% of Professional Planning's portfolio in Q3 2021, its #64 holding.
Professional Planning first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2020 and has held it in 5 quarters since.
Professional Planning's Fidelity MSCI Health Care Index ETF position peaked at $625K in Q4 2020.
242 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.