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

WMG Financial 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
2022
Q2 		– Sell
-7,831
Closed -$514K – 153
2022
Q1 		$514K Sell
7,831
-117
-1% -$7.45K 0.38% 66
2021
Q4 		$545K Buy
+7,948
New +$523K 0.42% 63

Other funds holding FHLC

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WMG Financial Advisors's FHLC Position: Q2 2022 in Review

WMG Financial Advisors sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q2 2022, closing a stake of 7,831 shares — an estimated $514K sold.

WMG Financial Advisors first reported a position in FHLC in Q4 2021 and held it in 2 quarters. The position peaked at $545K in Q4 2021. 276 funds tracked by Wall St. Rank hold FHLC as of Q2 2022.

  • WMG Financial Advisors reported no remaining Fidelity MSCI Health Care Index ETF position as of Q2 2022 after selling out during the quarter.
  • WMG Financial Advisors sold 7,831 Fidelity MSCI Health Care Index ETF shares in Q2 2022, an estimated $514K.
  • WMG Financial Advisors first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2021 and held it in 2 quarters.
  • WMG Financial Advisors's Fidelity MSCI Health Care Index ETF position peaked at $545K in Q4 2021.
  • 276 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2022.

Based on WMG Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.