Thrive Capital Management (Pennsylvania)’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Thrive Capital Management (Pennsylvania)’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
2024 Q3	–	Sell	-2,986	Closed	-$205K	–	181
2024 Q2	$205K	Buy	+2,986	New	+$202K	0.09%	175
2024 Q1	–	Sell	-3,098	Closed	-$200K	–	145
2023 Q4	$200K	Buy	+3,098	New	+$189K	0.11%	150
2022 Q4	–	Sell	-4,108	Closed	-$237K	–	120
2022 Q3	$237K	Buy	4,108 +10	+0.2%	+$615	0.16%	97
2022 Q2	$249K	Sell	4,098 -404	-9%	-$25.1K	0.17%	91
2022 Q1	$296K	Buy	4,502 +10	+0.2%	+$637	0.18%	73
2021 Q4	$308K	Sell	4,492 -1	-0%	-$66	0.2%	83
2021 Q3	$287K	Hold	4,493	–	–	0.21%	90
2021 Q2	$286K	Hold	4,493	–	–	0.22%	96
2021 Q1	$265K	Hold	4,493	–	–	0.25%	102
2020 Q4	$259K	Buy	+4,493	New	+$248K	0.28%	75

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Commonwealth Equity Services

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AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

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