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Sonora Investment Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Sonora Investment Management’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
2020
Q4 		– Sell
-650
Closed -$34K – 1716
2020
Q3 		$34K Buy
650
+569
+702% +$29.7K ﹤0.01% 689
2020
Q2 		$4K Hold
81
– – ﹤0.01% 1433
2020
Q1 		$3K Hold
81
– – ﹤0.01% 1407
2019
Q4 		$4K Sell
81
-217
-73% -$10.1K ﹤0.01% 1470
2019
Q3 		$13K Buy
+298
New +$13.2K ﹤0.01% 1035

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sonora Investment Management's FHLC Position: Q4 2020 in Review

Sonora Investment Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2020, closing a stake of 650 shares — an estimated $34K sold.

Sonora Investment Management first reported a position in FHLC in Q3 2019 and held it in 5 quarters. The position peaked at $34K in Q3 2020. 220 funds tracked by Wall St. Rank hold FHLC as of Q4 2020.

  • Sonora Investment Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2020 after selling out during the quarter.
  • Sonora Investment Management sold 650 Fidelity MSCI Health Care Index ETF shares in Q4 2020, an estimated $34K.
  • Sonora Investment Management first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2019 and held it in 5 quarters.
  • Sonora Investment Management's Fidelity MSCI Health Care Index ETF position peaked at $34K in Q3 2020.
  • 220 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2020.

Based on Sonora Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.