AIP
HEAL

Ahrens Investment Partners’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Ahrens Investment Partners’s Portfolio HEAL Stock Details HEAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-167
Closed -$8K – 1141
2021
Q4 		$8K Buy
+167
New +$8.65K ﹤0.01% 800

Other funds holding HEAL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.75B AUM 33.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ahrens Investment Partners's HEAL Position: Q1 2022 in Review

Ahrens Investment Partners sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q1 2022, closing a stake of 167 shares — an estimated $8K sold.

Ahrens Investment Partners first reported a position in HEAL in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 60 funds tracked by Wall St. Rank hold HEAL as of Q1 2022.

  • Ahrens Investment Partners reported no remaining Global X Funds Global X HealthTech ETF position as of Q1 2022 after selling out during the quarter.
  • Ahrens Investment Partners sold 167 Global X Funds Global X HealthTech ETF shares in Q1 2022, an estimated $8K.
  • Ahrens Investment Partners first reported a position in Global X Funds Global X HealthTech ETF in Q4 2021 and held it in 1 quarter.
  • Ahrens Investment Partners's Global X Funds Global X HealthTech ETF position peaked at $8K in Q4 2021.
  • 60 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q1 2022.

Based on Ahrens Investment Partners's 13F filing for Q1 2022, filed 28 Apr 2022.