Stonebridge Capital Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Stonebridge Capital 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 Q3	–	Sell	-17	Closed	-$1K	–	1040
2022 Q2	$1K	Sell	17 -65	-79%	-$4.03K	﹤0.01%	864
2022 Q1	$5K	Buy	82 +30	+58%	+$1.91K	﹤0.01%	764
2021 Q4	$4K	Buy	52 +1	+2%	+$66	﹤0.01%	768
2021 Q3	$3K	Sell	51 -51	-50%	-$3.37K	﹤0.01%	769
2021 Q2	$6K	Buy	102 +51	+100%	+$3.14K	﹤0.01%	802
2021 Q1	$3K	Buy	+51	New	+$3.02K	﹤0.01%	791
2019 Q4	–	Sell	-37	Closed	-$2K	–	874
2019 Q3	$2K	Hold	37	–	–	﹤0.01%	721
2019 Q2	$2K	Buy	+37	New	+$1.61K	﹤0.01%	769

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

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management

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