TWM
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Tradition Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Tradition Wealth 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
2023
Q3 		– Sell
-117
Closed -$7K – 1376
2023
Q2 		$7K Buy
+117
New +$7.34K ﹤0.01% 1117

Other funds holding FHLC

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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
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $7.43B AUM 24.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tradition Wealth Management's FHLC Position: Q3 2023 in Review

Tradition Wealth Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2023, closing a stake of 117 shares — an estimated $7K sold.

Tradition Wealth Management first reported a position in FHLC in Q2 2023 and held it in 1 quarter. The position peaked at $7K in Q2 2023. 294 funds tracked by Wall St. Rank hold FHLC as of Q3 2023.

  • Tradition Wealth Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 117 Fidelity MSCI Health Care Index ETF shares in Q3 2023, an estimated $7K.
  • Tradition Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2023 and held it in 1 quarter.
  • Tradition Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $7K in Q2 2023.
  • 294 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2023.

Based on Tradition Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.