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 $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Sargent Bickham Lagudis's FHLC Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.36% in Q4 2022, buying an estimated $375 and bringing the position to 1,662 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #332.

Sargent Bickham Lagudis first reported a position in FHLC in Q4 2020 and has held it in 9 quarters since. The position peaked at $113K in Q4 2021. 298 funds tracked by Wall St. Rank hold FHLC as of Q4 2022.

Sargent Bickham Lagudis held 1,662 shares of Fidelity MSCI Health Care Index ETF worth $106K as of Q4 2022.
Sargent Bickham Lagudis bought 6 Fidelity MSCI Health Care Index ETF shares in Q4 2022, an estimated $375.
Fidelity MSCI Health Care Index ETF made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #332 holding.
Sargent Bickham Lagudis first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2020 and has held it in 9 quarters since.
Sargent Bickham Lagudis's Fidelity MSCI Health Care Index ETF position peaked at $113K in Q4 2021.
298 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.