Baystate Wealth Management’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Baystate Wealth Management’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
2023 Q4	$13.8K	Hold	453	–	–	﹤0.01%	657
2023 Q3	$12.5K	Hold	453	–	–	﹤0.01%	540
2023 Q2	$15.8K	Hold	453	–	–	﹤0.01%	489
2023 Q1	$15.9K	Hold	453	–	–	﹤0.01%	490
2022 Q4	$16K	Hold	453	–	–	﹤0.01%	503
2022 Q3	$15K	Hold	453	–	–	﹤0.01%	484
2022 Q2	$16K	Hold	453	–	–	﹤0.01%	494
2022 Q1	$20K	Sell	453 -426	-48%	-$18.4K	﹤0.01%	463
2021 Q4	$44K	Sell	879 -241	-22%	-$12.5K	﹤0.01%	343
2021 Q3	$60K	Hold	1,120	–	–	0.01%	278
2021 Q2	$65K	Buy	1,120 +453	+68%	+$25.8K	0.01%	250
2021 Q1	$38K	Hold	667	–	–	﹤0.01%	291
2020 Q4	$39K	Hold	667	–	–	﹤0.01%	275
2020 Q3	$34K	Buy	+667	New	+$32.2K	﹤0.01%	263

Other funds holding HEAL

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Baystate Wealth Management's HEAL Position: Q4 2023 in Review

Baystate Wealth Management held its Global X Funds Global X HealthTech ETF (HEAL) position steady in Q4 2023 at 453 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #657.

Baystate Wealth Management first reported a position in HEAL in Q3 2020 and has held it in 14 quarters since. The position peaked at $65K in Q2 2021. 43 funds tracked by Wall St. Rank hold HEAL as of Q4 2023.

Baystate Wealth Management held 453 shares of Global X Funds Global X HealthTech ETF worth $13.8K as of Q4 2023.
Baystate Wealth Management left its Global X Funds Global X HealthTech ETF share count unchanged in Q4 2023.
Global X Funds Global X HealthTech ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #657 holding.
Baystate Wealth Management first reported a position in Global X Funds Global X HealthTech ETF in Q3 2020 and has held it in 14 quarters since.
Baystate Wealth Management's Global X Funds Global X HealthTech ETF position peaked at $65K in Q2 2021.
43 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.