Tyler-Stone Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-89	Closed	-$6.11K	–	518
2024 Q2	$6.11K	Hold	89	–	–	﹤0.01%	722
2024 Q1	$6.21K	Hold	89	–	–	﹤0.01%	723
2023 Q4	$5.76K	Hold	89	–	–	﹤0.01%	704
2023 Q3	$5K	Hold	89	–	–	﹤0.01%	708
2023 Q2	$6K	Buy	+89	New	+$5.58K	﹤0.01%	678
2022 Q4	$6K	Hold	89	–	–	﹤0.01%	633
2022 Q3	$5K	Hold	89	–	–	﹤0.01%	637
2022 Q2	$5K	Hold	89	–	–	﹤0.01%	663
2022 Q1	$6K	Hold	89	–	–	﹤0.01%	645
2021 Q4	$6K	Buy	+89	New	+$5.85K	﹤0.01%	675

Other funds holding FHLC

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

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

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

FSC

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

Tyler-Stone Wealth Management's FHLC Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2024, closing a stake of 89 shares — an estimated $6.11K sold.

Tyler-Stone Wealth Management first reported a position in FHLC in Q4 2021 and held it in 10 quarters. The position peaked at $6.21K in Q1 2024. 318 funds tracked by Wall St. Rank hold FHLC as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 89 Fidelity MSCI Health Care Index ETF shares in Q3 2024, an estimated $6.11K.
Tyler-Stone Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $6.21K in Q1 2024.
318 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.