SWM
FHLC icon

Sugarloaf Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Sugarloaf Wealth 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
2022
Q3 		– Sell
-100
Closed -$6K – 850
2022
Q2 		$6K Buy
+100
New +$6.21K ﹤0.01% 582

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Commonwealth Equity Services
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Sugarloaf Wealth Management's FHLC Position: Q3 2022 in Review

Sugarloaf Wealth Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2022, closing a stake of 100 shares — an estimated $6K sold.

Sugarloaf Wealth Management first reported a position in FHLC in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 269 funds tracked by Wall St. Rank hold FHLC as of Q3 2022.

  • Sugarloaf Wealth Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 100 Fidelity MSCI Health Care Index ETF shares in Q3 2022, an estimated $6K.
  • Sugarloaf Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2022 and held it in 1 quarter.
  • Sugarloaf Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $6K in Q2 2022.
  • 269 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2022, filed 11 Oct 2022.