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Romano Brothers & Co’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-900
Closed -$57.6K – 524
2022
Q4 		$57.6K Buy
+900
New +$56.3K 0.01% 447

Other funds holding FHLC

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Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
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

Romano Brothers & Co's FHLC Position: Q1 2023 in Review

Romano Brothers & Co sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2023, closing a stake of 900 shares — an estimated $57.6K sold.

Romano Brothers & Co first reported a position in FHLC in Q4 2022 and held it in 1 quarter. The position peaked at $57.6K in Q4 2022. 286 funds tracked by Wall St. Rank hold FHLC as of Q1 2023.

  • Romano Brothers & Co reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 900 Fidelity MSCI Health Care Index ETF shares in Q1 2023, an estimated $57.6K.
  • Romano Brothers & Co first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Fidelity MSCI Health Care Index ETF position peaked at $57.6K in Q4 2022.
  • 286 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.