Teamwork Financial Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Teamwork Financial 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
2022 Q4	–	Sell	-8,153	Closed	-$470K	–	202
2022 Q3	$470K	Sell	8,153 -2,012	-20%	-$124K	0.1%	121
2022 Q2	$617K	Buy	10,165 +781	+8%	+$48.5K	0.13%	107
2022 Q1	$616K	Buy	+9,384	New	+$597K	0.11%	149
2021 Q1	–	Sell	-8,814	Closed	-$509K	–	235
2020 Q4	$509K	Sell	8,814 -52	-0.6%	-$2.87K	0.12%	121
2020 Q3	$466K	Buy	8,866 +1,071	+14%	+$56K	0.14%	122
2020 Q2	$388K	Buy	+7,795	New	+$378K	0.14%	128

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Teamwork Financial Advisors's FHLC Position: Q4 2022 in Review

Teamwork Financial Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2022, closing a stake of 8,153 shares — an estimated $470K sold.

Teamwork Financial Advisors first reported a position in FHLC in Q2 2020 and held it in 6 quarters. The position peaked at $617K in Q2 2022. 298 funds tracked by Wall St. Rank hold FHLC as of Q4 2022.

Teamwork Financial Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2022 after selling out during the quarter.
Teamwork Financial Advisors sold 8,153 Fidelity MSCI Health Care Index ETF shares in Q4 2022, an estimated $470K.
Teamwork Financial Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2020 and held it in 6 quarters.
Teamwork Financial Advisors's Fidelity MSCI Health Care Index ETF position peaked at $617K in Q2 2022.
298 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2022.

Based on Teamwork Financial Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.