SOA Wealth Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

SOA Wealth 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
2022 Q2	–	Sell	-86	Closed	-$5K	–	876
2022 Q1	$5K	Hold	86	–	–	﹤0.01%	684
2021 Q4	$5K	Hold	86	–	–	﹤0.01%	657
2021 Q3	$5K	Hold	86	–	–	﹤0.01%	681
2021 Q2	$5K	Hold	86	–	–	﹤0.01%	664
2021 Q1	$5K	Hold	86	–	–	﹤0.01%	614
2020 Q4	$5K	Buy	+86	New	+$4.75K	﹤0.01%	606

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

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

FSC

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SOA Wealth Advisors's FHLC Position: Q2 2022 in Review

SOA Wealth Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2022, closing a stake of 86 shares — an estimated $5K sold.

SOA Wealth Advisors first reported a position in FHLC in Q4 2020 and held it in 6 quarters. The position peaked at $5K in Q1 2022. 276 funds tracked by Wall St. Rank hold FHLC as of Q2 2022.

SOA Wealth Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2022 after selling out during the quarter.
SOA Wealth Advisors sold 86 Fidelity MSCI Health Care Index ETF shares in Q2 2022, an estimated $5K.
SOA Wealth Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2020 and held it in 6 quarters.
SOA Wealth Advisors's Fidelity MSCI Health Care Index ETF position peaked at $5K in Q1 2022.
276 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.