TFM
FHLC icon

TFC Financial Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

TFC Financial 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
Q4 		– Sell
-200
Closed -$12K – 545
2022
Q3 		$12K Buy
+200
New +$12.3K ﹤0.01% 297

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

TFC Financial Management's FHLC Position: Q4 2022 in Review

TFC Financial Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2022, closing a stake of 200 shares — an estimated $12K sold.

TFC Financial Management first reported a position in FHLC in Q3 2022 and held it in 1 quarter. The position peaked at $12K in Q3 2022. 298 funds tracked by Wall St. Rank hold FHLC as of Q4 2022.

  • TFC Financial Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2022 after selling out during the quarter.
  • TFC Financial Management sold 200 Fidelity MSCI Health Care Index ETF shares in Q4 2022, an estimated $12K.
  • TFC Financial Management first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2022 and held it in 1 quarter.
  • TFC Financial Management's Fidelity MSCI Health Care Index ETF position peaked at $12K in Q3 2022.
  • 298 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2022.

Based on TFC Financial Management's 13F filing for Q4 2022, filed 13 Feb 2023.