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

Prudential Financial’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
Q4 		– Sell
-47,146
Closed -$3.43M – 2402
2024
Q3 		$3.43M Sell
47,146
-1,817
-4% -$130K ﹤0.01% 1178
2024
Q2 		$3.36M Buy
48,963
+3,885
+9% +$263K 0.01% 1104
2024
Q1 		$3.15M Sell
45,078
-101
-0.2% -$6.84K ﹤0.01% 1186
2023
Q4 		$2.92M Buy
45,179
+3,585
+9% +$219K ﹤0.01% 1202
2023
Q3 		$2.52M Buy
41,594
+6,399
+18% +$402K ﹤0.01% 1237
2023
Q2 		$2.22M Sell
35,195
-21,894
-38% -$1.37M ﹤0.01% 1344
2023
Q1 		$3.51M Buy
57,089
+12,669
+29% +$786K 0.01% 1013
2022
Q4 		$2.84M Buy
44,420
+17,313
+64% +$1.08M ﹤0.01% 1140
2022
Q3 		$1.58M Buy
27,107
+6,296
+30% +$387K ﹤0.01% 1481
2022
Q2 		$1.27M Buy
20,811
+6,669
+47% +$414K ﹤0.01% 1659
2022
Q1 		$929K Buy
14,142
+8,439
+148% +$537K ﹤0.01% 1907
2021
Q4 		$384K Buy
5,703
+662
+13% +$43.5K ﹤0.01% 2307
2021
Q3 		$335K Buy
5,041
+1,177
+30% +$77.8K ﹤0.01% 2280
2021
Q2 		$246K Buy
3,864
+470
+14% +$28.9K ﹤0.01% 2387
2021
Q1 		$200K Sell
3,394
-175
-5% -$10.4K ﹤0.01% 2408
2020
Q4 		$206K Buy
+3,569
New +$197K ﹤0.01% 2351
2019
Q3 		– Sell
-12,279
Closed -$553K – 2433
2019
Q2 		$553K Buy
12,279
+1,597
+15% +$69.6K ﹤0.01% 2055
2019
Q1 		$475K Buy
10,682
+1,626
+18% +$70.9K ﹤0.01% 2096
2018
Q4 		$374K Buy
+9,056
New +$398K ﹤0.01% 2086

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Prudential Financial's FHLC Position: Q4 2024 in Review

Prudential Financial sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2024, closing a stake of 47,146 shares — an estimated $3.43M sold.

Prudential Financial first reported a position in FHLC in Q4 2018 and held it in 19 quarters. The position peaked at $3.51M in Q1 2023. 334 funds tracked by Wall St. Rank hold FHLC as of Q4 2024.

  • Prudential Financial reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 47,146 Fidelity MSCI Health Care Index ETF shares in Q4 2024, an estimated $3.43M.
  • Prudential Financial first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2018 and held it in 19 quarters.
  • Prudential Financial's Fidelity MSCI Health Care Index ETF position peaked at $3.51M in Q1 2023.
  • 334 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.