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Weaver Consulting Group’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Weaver Consulting Group’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
2020
Q4 		– Sell
-340
Closed -$18K – 401
2020
Q3 		$18K Hold
340
– – 0.01% 420
2020
Q2 		$17K Hold
340
– – 0.01% 413
2020
Q1 		$15K Hold
340
– – 0.01% 370
2019
Q4 		$15K Hold
340
– – 0.01% 409
2019
Q3 		$15K Buy
340
+111
+48% +$4.92K 0.01% 400
2019
Q2 		$10K Buy
+229
New +$9.97K 0.01% 458

Other funds holding FHLC

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CI
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Lido Advisors
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 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 22.9% 1-Year Est. Return
HF
Halpern Financial Ashburn, Virginia $389M AUM 28.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Weaver Consulting Group's FHLC Position: Q4 2020 in Review

Weaver Consulting Group sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2020, closing a stake of 340 shares — an estimated $18K sold.

Weaver Consulting Group first reported a position in FHLC in Q2 2019 and held it in 6 quarters. The position peaked at $18K in Q3 2020. 220 funds tracked by Wall St. Rank hold FHLC as of Q4 2020.

  • Weaver Consulting Group reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 340 Fidelity MSCI Health Care Index ETF shares in Q4 2020, an estimated $18K.
  • Weaver Consulting Group first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2019 and held it in 6 quarters.
  • Weaver Consulting Group's Fidelity MSCI Health Care Index ETF position peaked at $18K in Q3 2020.
  • 220 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.