ZIM
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Zacks Investment Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Zacks Investment Management’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
Q3 		– Sell
-3,397
Closed -$206K – 600
2022
Q2 		$206K Buy
+3,397
New +$211K ﹤0.01% 545

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Zacks Investment Management's FHLC Position: Q3 2022 in Review

Zacks Investment Management sold out of Fidelity MSCI Health Care Index ETF (FHLC) in Q3 2022, closing a stake of 3,397 shares — an estimated $206K sold.

Zacks Investment Management first reported a position in FHLC in Q2 2022 and held it in 1 quarter. The position peaked at $206K in Q2 2022. 269 funds tracked by Wall St. Rank hold FHLC as of Q3 2022.

  • Zacks Investment Management reported no remaining Fidelity MSCI Health Care Index ETF position as of Q3 2022 after selling out during the quarter.
  • Zacks Investment Management sold 3,397 Fidelity MSCI Health Care Index ETF shares in Q3 2022, an estimated $206K.
  • Zacks Investment Management first reported a position in Fidelity MSCI Health Care Index ETF in Q2 2022 and held it in 1 quarter.
  • Zacks Investment Management's Fidelity MSCI Health Care Index ETF position peaked at $206K in Q2 2022.
  • 269 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q3 2022.

Based on Zacks Investment Management's 13F filing for Q3 2022, filed 14 Nov 2022.