Sargent Bickham Lagudis’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$106K	Buy	1,662 +6	+0.4%	+$375	0.01%	332
2022 Q3	$95K	Buy	1,656 +6	+0.4%	+$369	0.01%	321
2022 Q2	$100K	Buy	1,650 +5	+0.3%	+$310	0.01%	319
2022 Q1	$108K	Buy	1,645 +6	+0.4%	+$382	0.01%	325
2021 Q4	$113K	Buy	1,639 +5	+0.3%	+$329	0.01%	318
2021 Q3	$104K	Buy	1,634 +5	+0.3%	+$330	0.01%	329
2021 Q2	$104K	Buy	1,629 +5	+0.3%	+$308	0.01%	341
2021 Q1	$96K	Buy	1,624 +5	+0.3%	+$296	0.01%	340
2020 Q4	$93K	Buy	+1,619	New	+$89.3K	0.01%	337

Other funds holding FHLC

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Traphagen Investment Advisors Oradell, New Jersey $1.23B AUM 15.63% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return