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Systelligence LLC’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Systelligence LLC’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
2020
Q3 		– Sell
-40,834
Closed -$2.03M – 55
2020
Q2 		$2.03M Buy
40,834
+35,716
+698% +$1.73M 0.66% 43
2020
Q1 		$220K Buy
+5,118
New +$242K 0.1% 48

Other funds holding FHLC

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Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Systelligence LLC's FHLC Position: Q3 2020 in Review

Systelligence LLC sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2020, closing a stake of 40,834 shares — an estimated $2.03M sold.

Systelligence LLC first reported a position in FHLC in Q1 2020 and held it in 2 quarters. The position peaked at $2.03M in Q2 2020. 191 funds tracked by Wall St. Rank hold FHLC as of Q3 2020.

  • Systelligence LLC reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2020 after selling out during the quarter.
  • Systelligence LLC sold 40,834 Fidelity MSCI Health Care Index ETF shares in Q3 2020, an estimated $2.03M.
  • Systelligence LLC first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2020 and held it in 2 quarters.
  • Systelligence LLC's Fidelity MSCI Health Care Index ETF position peaked at $2.03M in Q2 2020.
  • 191 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2020.

Based on Systelligence LLC's 13F filing for Q3 2020, filed 23 Sep 2021.