SFPG
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Stonebridge Financial Planning Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Stonebridge Financial Planning Group’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
2021
Q2 		– Sell
-5
Closed – – 428
2021
Q1 		$0 Buy
+5
New +$296 ﹤0.01% 431

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FSC
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HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Stonebridge Financial Planning Group's FHLC Position: Q2 2021 in Review

Stonebridge Financial Planning Group sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2021, closing a stake of 5 shares.

Stonebridge Financial Planning Group first reported a position in FHLC in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 236 funds tracked by Wall St. Rank hold FHLC as of Q2 2021.

  • Stonebridge Financial Planning Group reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2021 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 5 Fidelity MSCI Health Care Index ETF shares in Q2 2021.
  • Stonebridge Financial Planning Group first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2021 and held it in 1 quarter.
  • Stonebridge Financial Planning Group's Fidelity MSCI Health Care Index ETF position peaked at $0 in Q1 2021.
  • 236 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2021.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2021, filed 28 Jul 2021.