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Realta Investment Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Realta Investment 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
2024
Q3 		– Sell
-240
Closed -$16.5K – 479
2024
Q2 		$16.5K Hold
240
– – ﹤0.01% 637
2024
Q1 		$16.7K Buy
+240
New +$16.3K ﹤0.01% 655
2023
Q3 		– Sell
-240
Closed -$15.1K – 789
2023
Q2 		$15.1K Buy
+240
New +$15.1K ﹤0.01% 688
2023
Q1 		– Sell
-240
Closed -$15.4K – 538
2022
Q4 		$15.4K Hold
240
– – ﹤0.01% 676
2022
Q3 		$14K Buy
+240
New +$14.8K ﹤0.01% 656
2020
Q1 		– Sell
-240
Closed -$12K – 671
2019
Q4 		$12K Hold
240
– – ﹤0.01% 1079
2019
Q3 		$10K Hold
240
– – ﹤0.01% 1100
2019
Q2 		$11K Hold
240
– – ﹤0.01% 1100
2019
Q1 		$11K Buy
+240
New +$10.5K 0.01% 886

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Realta Investment Advisors's FHLC Position: Q3 2024 in Review

Realta Investment Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2024, closing a stake of 240 shares — an estimated $16.5K sold.

Realta Investment Advisors first reported a position in FHLC in Q1 2019 and held it in 9 quarters. The position peaked at $16.7K in Q1 2024. 318 funds tracked by Wall St. Rank hold FHLC as of Q3 2024.

  • Realta Investment Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 240 Fidelity MSCI Health Care Index ETF shares in Q3 2024, an estimated $16.5K.
  • Realta Investment Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2019 and held it in 9 quarters.
  • Realta Investment Advisors's Fidelity MSCI Health Care Index ETF position peaked at $16.7K in Q1 2024.
  • 318 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.