UMB Bank’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

UMB Bank’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 Q4	–	Sell	-78	Closed	-$5.68K	–	2102
2024 Q3	$5.68K	Hold	78	–	–	﹤0.01%	1683
2024 Q2	$5.35K	Hold	78	–	–	﹤0.01%	1417
2024 Q1	$5.44K	Hold	78	–	–	﹤0.01%	1371
2023 Q4	$5.05K	Buy	+78	New	+$4.76K	﹤0.01%	1409

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RWP

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

MSWM

McGlone Suttner Wealth Management Appleton, Wisconsin $852M AUM 22.53% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

UMB Bank's FHLC Position: Q4 2024 in Review

UMB Bank sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2024, closing a stake of 78 shares — an estimated $5.68K sold.

UMB Bank first reported a position in FHLC in Q4 2023 and held it in 4 quarters. The position peaked at $5.68K in Q3 2024. 335 funds tracked by Wall St. Rank hold FHLC as of Q4 2024.

UMB Bank reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2024 after selling out during the quarter.
UMB Bank sold 78 Fidelity MSCI Health Care Index ETF shares in Q4 2024, an estimated $5.68K.
UMB Bank first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2023 and held it in 4 quarters.
UMB Bank's Fidelity MSCI Health Care Index ETF position peaked at $5.68K in Q3 2024.
335 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2024.

Based on UMB Bank's 13F filing for Q4 2024, filed 16 Jan 2025.