CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

CAPTRUST Financial Advisors’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
Q3 		– Sell
-215
Closed -$6K – 2960
2022
Q2 		$6K Hold
215
– – ﹤0.01% 4000
2022
Q1 		$8K Buy
215
+200
+1,333% +$7.4K ﹤0.01% 3913
2021
Q4 		$1K Hold
15
– – ﹤0.01% 4574
2021
Q3 		$1K Hold
15
– – ﹤0.01% 4429
2021
Q2 		$1K Hold
15
– – ﹤0.01% 4341
2021
Q1 		$1K Buy
+15
New +$697 ﹤0.01% 4195

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

CAPTRUST Financial Advisors sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q3 2022, closing a stake of 215 shares — an estimated $6K sold.

CAPTRUST Financial Advisors first reported a position in HTEC in Q1 2021 and held it in 6 quarters. The position peaked at $8K in Q1 2022. 33 funds tracked by Wall St. Rank hold HTEC as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 215 ROBO Global Healthcare Technology and Innovation ETF shares in Q3 2022, an estimated $6K.
  • CAPTRUST Financial Advisors first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q1 2021 and held it in 6 quarters.
  • CAPTRUST Financial Advisors's ROBO Global Healthcare Technology and Innovation ETF position peaked at $8K in Q1 2022.
  • 33 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q3 2022.

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