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Fidelity msci hlth care i shares owned by Sontag Advisory

Quarter-by-quarter ownership of Fidelity msci hlth care i (FHLC) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Fidelity msci hlth care i

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All positions including Fidelity msci hlth care i held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fidelity msci hlth care i by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $531k 7.3k 72.80
2024-06-30 $500k 7.3k 68.60

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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Sontag Advisory

Top funds holding Fidelity msci hlth care i

Lido Advisors
Charles Schwab Investment Management
Commonwealth Equity Services
Agf Management
LPL Financial
Clal Insurance Enterprises Holdings
Envestnet Asset Management
Adviser Investments
Full Sail Capital
McGlone Suttner Wealth Management
Wells Fargo & Company
Weatherly Asset Management
Kestra Advisory Services
Cetera Investment Advisers
Bank of America Corporation

View all funds holding Fidelity msci hlth care i