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Wulff, Hansen & Co’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Wulff, Hansen & Co’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
Q4 		– Sell
-7,605
Closed -$438K – 81
2022
Q3 		$438K Hold
7,605
– – 0.55% 55
2022
Q2 		$461K Hold
7,605
– – 0.52% 55
2022
Q1 		$499K Hold
7,605
– – 0.48% 57
2021
Q4 		$552K Buy
+7,605
New +$500K 0.48% 59

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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 $85.1B AUM 27.35% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Wulff, Hansen & Co's FHLC Position: Q4 2022 in Review

Wulff, Hansen & Co sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q4 2022, closing a stake of 7,605 shares — an estimated $438K sold.

Wulff, Hansen & Co first reported a position in FHLC in Q4 2021 and held it in 4 quarters. The position peaked at $552K in Q4 2021. 298 funds tracked by Wall St. Rank hold FHLC as of Q4 2022.

  • Wulff, Hansen & Co reported no remaining Fidelity MSCI Health Care Index ETF position as of Q4 2022 after selling out during the quarter.
  • Wulff, Hansen & Co sold 7,605 Fidelity MSCI Health Care Index ETF shares in Q4 2022, an estimated $438K.
  • Wulff, Hansen & Co first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2021 and held it in 4 quarters.
  • Wulff, Hansen & Co's Fidelity MSCI Health Care Index ETF position peaked at $552K in Q4 2021.
  • 298 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q4 2022.

Based on Wulff, Hansen & Co's 13F filing for Q4 2022, filed 7 Feb 2023.