CAPTRUST Financial Advisors
HEAL

CAPTRUST Financial Advisors’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

CAPTRUST Financial 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
2022
Q3 		– Sell
-10
Closed – – 4176
2022
Q2 		$0 Hold
10
– – ﹤0.01% 5177
2022
Q1 		$0 Hold
10
– – ﹤0.01% 5173
2021
Q4 		$0 Hold
10
– – ﹤0.01% 4948
2021
Q3 		$1K Hold
10
– – ﹤0.01% 4508
2021
Q2 		$1K Sell
10
-66
-87% -$3.75K ﹤0.01% 4402
2021
Q1 		$4K Buy
+76
New +$4.65K ﹤0.01% 3833

Other funds holding HEAL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CAPTRUST Financial Advisors's HEAL Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q3 2022, closing a stake of 10 shares.

CAPTRUST Financial Advisors first reported a position in HEAL in Q1 2021 and held it in 6 quarters. The position peaked at $4K in Q1 2021. 51 funds tracked by Wall St. Rank hold HEAL as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Global X Funds Global X HealthTech ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 10 Global X Funds Global X HealthTech ETF shares in Q3 2022.
  • CAPTRUST Financial Advisors first reported a position in Global X Funds Global X HealthTech ETF in Q1 2021 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's Global X Funds Global X HealthTech ETF position peaked at $4K in Q1 2021.
  • 51 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.