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

Sequoia 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
2024
Q4 		– Sell
-4,202
Closed -$306K – 1373
2024
Q3 		$306K Buy
4,202
+320
+8% +$22.9K ﹤0.01% 959
2024
Q2 		$266K Sell
3,882
-590
-13% -$39.9K ﹤0.01% 947
2024
Q1 		$312K Sell
4,472
-1,408
-24% -$95.4K ﹤0.01% 846
2023
Q4 		$380K Sell
5,880
-262
-4% -$16K ﹤0.01% 833
2023
Q3 		$372K Sell
6,142
-293
-5% -$18.4K 0.01% 610
2023
Q2 		$406K Sell
6,435
-97
-1% -$6.08K 0.01% 595
2023
Q1 		$402K Buy
6,532
+590
+10% +$36.6K 0.01% 531
2022
Q4 		$380K Sell
5,942
-1,359
-19% -$85K 0.01% 515
2022
Q3 		$421K Sell
7,301
-123
-2% -$7.56K 0.01% 318
2022
Q2 		$450K Sell
7,424
-318
-4% -$19.7K 0.01% 344
2022
Q1 		$508K Buy
7,742
+2,693
+53% +$171K 0.01% 355
2021
Q4 		$347K Buy
+5,049
New +$332K 0.01% 406
2021
Q3 		– Sell
-5,199
Closed -$331K – 323
2021
Q2 		$331K Buy
5,199
+105
+2% +$6.47K 0.01% 358
2021
Q1 		$300K Buy
5,094
+1,169
+30% +$69.1K 0.01% 336
2020
Q4 		$227K Buy
+3,925
New +$217K 0.01% 369

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
MSWM
McGlone Suttner Wealth Management Appleton, Wisconsin $755M AUM 16.66% 1-Year Est. Return
WAM
Weatherly Asset Management Del Mar, California $1.24B AUM 22.2% 1-Year Est. Return