Cardinal Point Wealth Management Partners’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Cardinal Point Wealth Management 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 Q2	–	Sell	-11,390	Closed	-$415K	–	53
2022 Q1	$415K	Sell	11,390 -203,382	-95%	-$7.53M	0.19%	31
2021 Q4	$9.36M	Buy	+214,772	New	+$9.59M	4.06%	8

Other funds holding HTEC

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Cardinal Point Wealth Management Partners's HTEC Position: Q2 2022 in Review

Cardinal Point Wealth Management Partners sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q2 2022, closing a stake of 11,390 shares — an estimated $415K sold.

Cardinal Point Wealth Management Partners first reported a position in HTEC in Q4 2021 and held it in 2 quarters. The position peaked at $9.36M in Q4 2021. 38 funds tracked by Wall St. Rank hold HTEC as of Q2 2022.

Cardinal Point Wealth Management Partners reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q2 2022 after selling out during the quarter.
Cardinal Point Wealth Management Partners sold 11,390 ROBO Global Healthcare Technology and Innovation ETF shares in Q2 2022, an estimated $415K.
Cardinal Point Wealth Management Partners first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q4 2021 and held it in 2 quarters.
Cardinal Point Wealth Management Partners's ROBO Global Healthcare Technology and Innovation ETF position peaked at $9.36M in Q4 2021.
38 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q2 2022.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q2 2022, filed 19 Jul 2022.