Cambridge Investment Research Advisors’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Cambridge Investment Research Advisors’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	–	Sell	-4,455	Closed	-$123K	–	3318
2023 Q3	$123K	Sell	4,455 -1,222	-22%	-$39.1K	﹤0.01%	2931
2023 Q2	$198K	Hold	5,677	–	–	﹤0.01%	2883
2023 Q1	$200K	Sell	5,677 -106	-2%	-$3.81K	﹤0.01%	2831
2022 Q4	$201K	Sell	5,783 -342	-6%	-$12K	﹤0.01%	2756
2022 Q3	$208K	Buy	6,125 +132	+2%	+$4.91K	﹤0.01%	2673
2022 Q2	$207K	Sell	5,993 -562	-9%	-$20.9K	﹤0.01%	2697
2022 Q1	$285K	Buy	6,555 +146	+2%	+$6.32K	﹤0.01%	2590
2021 Q4	$318K	Sell	6,409 -194	-3%	-$10K	﹤0.01%	2480
2021 Q3	$351K	Buy	6,603 +111	+2%	+$6.13K	﹤0.01%	2333
2021 Q2	$376K	Sell	6,492 -1,186	-15%	-$67.4K	﹤0.01%	2289
2021 Q1	$440K	Buy	+7,678	New	+$470K	﹤0.01%	1991

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

Cambridge Investment Research Advisors's HEAL Position: Q4 2023 in Review

Cambridge Investment Research Advisors sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q4 2023, closing a stake of 4,455 shares — an estimated $123K sold.

Cambridge Investment Research Advisors first reported a position in HEAL in Q1 2021 and held it in 11 quarters. The position peaked at $440K in Q1 2021. 43 funds tracked by Wall St. Rank hold HEAL as of Q4 2023.

Cambridge Investment Research Advisors reported no remaining Global X Funds Global X HealthTech ETF position as of Q4 2023 after selling out during the quarter.
Cambridge Investment Research Advisors sold 4,455 Global X Funds Global X HealthTech ETF shares in Q4 2023, an estimated $123K.
Cambridge Investment Research Advisors first reported a position in Global X Funds Global X HealthTech ETF in Q1 2021 and held it in 11 quarters.
Cambridge Investment Research Advisors's Global X Funds Global X HealthTech ETF position peaked at $440K in Q1 2021.
43 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q4 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.