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Sutton Wealth Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Sutton Wealth 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
2023
Q3 		$38.2K Hold
630
– – 0.02% 264
2023
Q2 		$39.8K Buy
+630
New +$39.5K 0.02% 251

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $374B AUM 17.66% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sutton Wealth Advisors's FHLC Position: Q3 2023 in Review

Sutton Wealth Advisors held its Fidelity MSCI Health Care Index ETF (FHLC) position steady in Q3 2023 at 630 shares worth $38.2K. The position accounts for 0.02% of the portfolio, ranked #264.

Sutton Wealth Advisors first reported a position in FHLC in Q2 2023 and has held it in 2 quarters since. The position peaked at $39.8K in Q2 2023. 293 funds tracked by Wall St. Rank hold FHLC as of Q3 2023.

  • Sutton Wealth Advisors held 630 shares of Fidelity MSCI Health Care Index ETF worth $38.2K as of Q3 2023.
  • Sutton Wealth Advisors left its Fidelity MSCI Health Care Index ETF share count unchanged in Q3 2023.
  • Fidelity MSCI Health Care Index ETF made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #264 holding.
  • Sutton Wealth Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2023 and has held it in 2 quarters since.
  • Sutton Wealth Advisors's Fidelity MSCI Health Care Index ETF position peaked at $39.8K in Q2 2023.
  • 293 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.