WA
FHLC icon

Win Advisors’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Win Advisors’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
-40,108
Closed -$2.75M – 63
2024
Q2 		$2.75M Buy
+40,108
New +$2.71M 1.23% 23
2022
Q2 		– Sell
-17,299
Closed -$1.14M – 172
2022
Q1 		$1.14M Buy
+17,299
New +$1.1M 0.3% 35

Other funds holding FHLC

Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Win Advisors's FHLC Position: Q3 2024 in Review

Win Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2024, closing a stake of 40,108 shares — an estimated $2.75M sold.

Win Advisors first reported a position in FHLC in Q1 2022 and held it in 2 quarters. The position peaked at $2.75M in Q2 2024. 317 funds tracked by Wall St. Rank hold FHLC as of Q3 2024.

  • Win Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2024 after selling out during the quarter.
  • Win Advisors sold 40,108 Fidelity MSCI Health Care Index ETF shares in Q3 2024, an estimated $2.75M.
  • Win Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q1 2022 and held it in 2 quarters.
  • Win Advisors's Fidelity MSCI Health Care Index ETF position peaked at $2.75M in Q2 2024.
  • 317 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2024.

Based on Win Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.