Wealthcare Advisory Partners’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-105	Closed	-$6K	–	977
2021 Q1	$6K	Buy	+105	New	+$6.21K	﹤0.01%	1590
2020 Q2	–	Sell	-103	Closed	-$4K	–	669
2020 Q1	$4K	Hold	103	–	–	﹤0.01%	1156
2019 Q4	$5K	Hold	103	–	–	﹤0.01%	1099
2019 Q3	$4K	Buy	103 +1	+1%	+$44	﹤0.01%	1101
2019 Q2	$5K	Hold	102	–	–	﹤0.01%	1051
2019 Q1	$5K	Buy	102 +1	+1%	+$44	﹤0.01%	962
2018 Q4	$4K	Buy	101 +1	+1%	+$44	﹤0.01%	970
2018 Q3	$5K	Buy	+100	New	+$4.46K	﹤0.01%	984

Other funds holding FHLC

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

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

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

RWP

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

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Wealthcare Advisory Partners's FHLC Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2021, closing a stake of 105 shares — an estimated $6K sold.

Wealthcare Advisory Partners first reported a position in FHLC in Q3 2018 and held it in 8 quarters. The position peaked at $6K in Q1 2021. 236 funds tracked by Wall St. Rank hold FHLC as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 105 Fidelity MSCI Health Care Index ETF shares in Q2 2021, an estimated $6K.
Wealthcare Advisory Partners first reported a position in Fidelity MSCI Health Care Index ETF in Q3 2018 and held it in 8 quarters.
Wealthcare Advisory Partners's Fidelity MSCI Health Care Index ETF position peaked at $6K in Q1 2021.
236 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.