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Sandy Cove Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Sandy Cove 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
Q1 		– Sell
-4,160
Closed -$269K – 123
2023
Q4 		$269K Buy
4,160
+14
+0.3% +$855 0.14% 99
2023
Q3 		$251K Buy
4,146
+15
+0.4% +$943 0.15% 101
2023
Q2 		$261K Buy
+4,131
New +$259K 0.15% 102

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Sandy Cove Advisors's FHLC Position: Q1 2024 in Review

Sandy Cove Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2024, closing a stake of 4,160 shares — an estimated $269K sold.

Sandy Cove Advisors first reported a position in FHLC in Q2 2023 and held it in 3 quarters. The position peaked at $269K in Q4 2023. 322 funds tracked by Wall St. Rank hold FHLC as of Q1 2024.

  • Sandy Cove Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2024 after selling out during the quarter.
  • Sandy Cove Advisors sold 4,160 Fidelity MSCI Health Care Index ETF shares in Q1 2024, an estimated $269K.
  • Sandy Cove Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2023 and held it in 3 quarters.
  • Sandy Cove Advisors's Fidelity MSCI Health Care Index ETF position peaked at $269K in Q4 2023.
  • 322 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2024.

Based on Sandy Cove Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.