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Wealth Advisors of Tampa Bay’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Wealth Advisors of Tampa Bay’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
Q1 		– Sell
-3,000
Closed -$206K – 106
2021
Q4 		$206K Buy
+3,000
New +$197K 0.05% 112

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LGA
Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

Wealth Advisors of Tampa Bay's FHLC Position: Q1 2022 in Review

Wealth Advisors of Tampa Bay sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q1 2022, closing a stake of 3,000 shares — an estimated $206K sold.

Wealth Advisors of Tampa Bay first reported a position in FHLC in Q4 2021 and held it in 1 quarter. The position peaked at $206K in Q4 2021. 278 funds tracked by Wall St. Rank hold FHLC as of Q1 2022.

  • Wealth Advisors of Tampa Bay reported no remaining Fidelity MSCI Health Care Index ETF position as of Q1 2022 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 3,000 Fidelity MSCI Health Care Index ETF shares in Q1 2022, an estimated $206K.
  • Wealth Advisors of Tampa Bay first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2021 and held it in 1 quarter.
  • Wealth Advisors of Tampa Bay's Fidelity MSCI Health Care Index ETF position peaked at $206K in Q4 2021.
  • 278 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q1 2022.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2022, filed 25 Apr 2022.