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Almanack Investment Partners’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Almanack Investment Partners’s Portfolio HTEC Stock Details HTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-6,301
Closed -$275K – 514
2021
Q4 		$275K Sell
6,301
-80
-1% -$3.57K 0.02% 396
2021
Q3 		$291K Sell
6,381
-3,099
-33% -$148K 0.03% 385
2021
Q2 		$457K Buy
9,480
+147
+2% +$6.68K 0.04% 244
2021
Q1 		$410K Buy
+9,333
New +$434K 0.04% 268

Other funds holding HTEC

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Almanack Investment Partners's HTEC Position: Q1 2022 in Review

Almanack Investment Partners sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q1 2022, closing a stake of 6,301 shares — an estimated $275K sold.

Almanack Investment Partners first reported a position in HTEC in Q1 2021 and held it in 4 quarters. The position peaked at $457K in Q2 2021. 40 funds tracked by Wall St. Rank hold HTEC as of Q1 2022.

  • Almanack Investment Partners reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q1 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 6,301 ROBO Global Healthcare Technology and Innovation ETF shares in Q1 2022, an estimated $275K.
  • Almanack Investment Partners first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q1 2021 and held it in 4 quarters.
  • Almanack Investment Partners's ROBO Global Healthcare Technology and Innovation ETF position peaked at $457K in Q2 2021.
  • 40 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q1 2022.

Based on Almanack Investment Partners's 13F filing for Q1 2022, filed 13 May 2022.