Carroll Financial Associates’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Carroll Financial Associates’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 Q4	$1.33M	Buy	+30,366	New	+$1.36M	0.07%	157

Other funds holding HTEC

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

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

CPWMP

Cardinal Point Wealth Management Partners Irvine, California $329M AUM 6.55% 1-Year Est. Return

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

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

MIFH

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

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 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

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

Carroll Financial Associates's HTEC Position: Q4 2021 in Review

Carroll Financial Associates opened a new position in ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q4 2021: 30,366 shares worth $1.33M. The stake represents 0.07% of the portfolio and ranks #157 among its holdings.

48 funds tracked by Wall St. Rank hold HTEC as of Q4 2021.

Carroll Financial Associates held 30,366 shares of ROBO Global Healthcare Technology and Innovation ETF worth $1.33M as of Q4 2021.
ROBO Global Healthcare Technology and Innovation ETF was a new Carroll Financial Associates position in Q4 2021.
ROBO Global Healthcare Technology and Innovation ETF made up 0.07% of Carroll Financial Associates's portfolio in Q4 2021, its #157 holding.
48 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.