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Sugar Maple Asset Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Sugar Maple Asset 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
2025
Q1 		– Sell
-675
Closed -$44.1K – 207
2024
Q4 		$44.1K Buy
+675
New +$46.9K 0.03% 129
2024
Q2 		– Sell
-9,701
Closed -$677K – 58
2024
Q1 		$677K Buy
+9,701
New +$657K 0.65% 29

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $32.7B 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $1.4B AUM 36.32% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

Sugar Maple Asset Management's FHLC Position: Q1 2025 in Review

Sugar Maple Asset Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2025, closing a stake of 675 shares — an estimated $44.1K sold.

Sugar Maple Asset Management first reported a position in FHLC in Q1 2024 and held it in 2 quarters. The position peaked at $677K in Q1 2024. 350 funds tracked by Wall St. Rank hold FHLC as of Q1 2025.

  • Sugar Maple Asset Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2025 after selling out during the quarter.
  • Sugar Maple Asset Management sold 675 Fidelity MSCI Health Care Index ETF shares in Q1 2025, an estimated $44.1K.
  • Sugar Maple Asset Management first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2024 and held it in 2 quarters.
  • Sugar Maple Asset Management's Fidelity MSCI Health Care Index ETF position peaked at $677K in Q1 2024.
  • 350 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2025.

Based on Sugar Maple Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.