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

Cardinal Point Wealth Management’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
2021
Q3 		$9.8M Sell
215,512
-1,664
-0.8% -$79.2K 4.62% 9
2021
Q2 		$10.5M Buy
217,176
+4,875
+2% +$222K 4.73% 7
2021
Q1 		$9.32M Buy
+212,301
New +$9.9M 4.69% 8

Other funds holding HTEC

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Gofen & Glossberg
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Silvercrest Asset Management
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return

Cardinal Point Wealth Management's HTEC Position: Q3 2021 in Review

Cardinal Point Wealth Management reduced its ROBO Global Healthcare Technology and Innovation ETF (HTEC) stake by 0.77% in Q3 2021, selling an estimated $79.2K and leaving 215,512 shares worth $9.8M. The position accounts for 4.62% of the portfolio, ranked #9.

Cardinal Point Wealth Management first reported a position in HTEC in Q1 2021 and has held it in 3 quarters since. The position peaked at $10.5M in Q2 2021. 40 funds tracked by Wall St. Rank hold HTEC as of Q3 2021.

  • Cardinal Point Wealth Management held 215,512 shares of ROBO Global Healthcare Technology and Innovation ETF worth $9.8M as of Q3 2021.
  • Cardinal Point Wealth Management sold 1,664 ROBO Global Healthcare Technology and Innovation ETF shares in Q3 2021, an estimated $79.2K.
  • ROBO Global Healthcare Technology and Innovation ETF made up 4.62% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #9 holding.
  • Cardinal Point Wealth Management first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q1 2021 and has held it in 3 quarters since.
  • Cardinal Point Wealth Management's ROBO Global Healthcare Technology and Innovation ETF position peaked at $10.5M in Q2 2021.
  • 40 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.