Commonwealth Equity Services
HEAL

Commonwealth Equity Services’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Commonwealth Equity Services’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
2023
Q4 		– Sell
-11,138
Closed -$307K – 4039
2023
Q3 		$307K Sell
11,138
-4,125
-27% -$132K ﹤0.01% 3016
2023
Q2 		$533K Sell
15,263
-6,270
-29% -$218K ﹤0.01% 2555
2023
Q1 		$757 Buy
21,533
+1,116
+5% +$40.1K ﹤0.01% 2231
2022
Q4 		$709K Sell
20,417
-357
-2% -$12.6K ﹤0.01% 2187
2022
Q3 		$703K Sell
20,774
-712
-3% -$26.5K ﹤0.01% 2148
2022
Q2 		$742K Buy
21,486
+272
+1% +$10.1K ﹤0.01% 2127
2022
Q1 		$921K Buy
21,214
+375
+2% +$16.2K ﹤0.01% 2062
2021
Q4 		$1.03M Buy
20,839
+1
+0% +$52 ﹤0.01% 1962
2021
Q3 		$1.11M Buy
20,838
+1,280
+7% +$70.7K ﹤0.01% 1847
2021
Q2 		$1.13M Buy
19,558
+2,458
+14% +$140K ﹤0.01% 1823
2021
Q1 		$980K Buy
17,100
+13,709
+404% +$839K ﹤0.01% 1815
2020
Q4 		$196K Buy
+3,391
New +$182K ﹤0.01% 2930

Other funds holding HEAL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services's HEAL Position: Q4 2023 in Review

Commonwealth Equity Services sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q4 2023, closing a stake of 11,138 shares — an estimated $307K sold.

Commonwealth Equity Services first reported a position in HEAL in Q4 2020 and held it in 12 quarters. The position peaked at $1.13M in Q2 2021. 43 funds tracked by Wall St. Rank hold HEAL as of Q4 2023.

  • Commonwealth Equity Services reported no remaining Global X Funds Global X HealthTech ETF position as of Q4 2023 after selling out during the quarter.
  • Commonwealth Equity Services sold 11,138 Global X Funds Global X HealthTech ETF shares in Q4 2023, an estimated $307K.
  • Commonwealth Equity Services first reported a position in Global X Funds Global X HealthTech ETF in Q4 2020 and held it in 12 quarters.
  • Commonwealth Equity Services's Global X Funds Global X HealthTech ETF position peaked at $1.13M in Q2 2021.
  • 43 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q4 2023.

Based on Commonwealth Equity Services's 13F filing for Q4 2023, filed 6 Feb 2024.