CWM
HEAL

Centric Wealth Management’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Centric Wealth Management’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
2021
Q1 		– Sell
-3,333
Closed -$193K – 236
2020
Q4 		$193K Buy
+3,333
New +$179K 0.06% 183

Other funds holding HEAL

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
SWM
Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Centric Wealth Management's HEAL Position: Q1 2021 in Review

Centric Wealth Management sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q1 2021, closing a stake of 3,333 shares — an estimated $193K sold.

Centric Wealth Management first reported a position in HEAL in Q4 2020 and held it in 1 quarter. The position peaked at $193K in Q4 2020. 71 funds tracked by Wall St. Rank hold HEAL as of Q1 2021.

  • Centric Wealth Management reported no remaining Global X Funds Global X HealthTech ETF position as of Q1 2021 after selling out during the quarter.
  • Centric Wealth Management sold 3,333 Global X Funds Global X HealthTech ETF shares in Q1 2021, an estimated $193K.
  • Centric Wealth Management first reported a position in Global X Funds Global X HealthTech ETF in Q4 2020 and held it in 1 quarter.
  • Centric Wealth Management's Global X Funds Global X HealthTech ETF position peaked at $193K in Q4 2020.
  • 71 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q1 2021.

Based on Centric Wealth Management's 13F filing for Q1 2021, filed 14 Apr 2021.