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

Reilly 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
2021
Q4 		– Sell
-247
Closed -$16K – 1139
2021
Q3 		$16K Buy
+247
New +$16.3K ﹤0.01% 570
2021
Q2 		– Sell
-350
Closed -$21K – 1022
2021
Q1 		$21K Buy
+350
New +$20.7K ﹤0.01% 530

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 $32.7B AUM 19.2% 1-Year Est. Return
CI
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
LPL Financial
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Reilly Financial Advisors's FHLC Position: Q4 2021 in Review

Reilly Financial Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2021, closing a stake of 247 shares — an estimated $16K sold.

Reilly Financial Advisors first reported a position in FHLC in Q1 2021 and held it in 2 quarters. The position peaked at $21K in Q1 2021. 263 funds tracked by Wall St. Rank hold FHLC as of Q4 2021.

  • Reilly Financial Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 247 Fidelity MSCI Health Care Index ETF shares in Q4 2021, an estimated $16K.
  • Reilly Financial Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2021 and held it in 2 quarters.
  • Reilly Financial Advisors's Fidelity MSCI Health Care Index ETF position peaked at $21K in Q1 2021.
  • 263 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.