CA
HEAL

Cornerstone Advisory’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Cornerstone Advisory’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
2022
Q1 		– Sell
-4,257
Closed -$211K – 821
2021
Q4 		$211K Sell
4,257
-248
-6% -$12.8K 0.03% 247
2021
Q3 		$240K Hold
4,505
– – 0.04% 203
2021
Q2 		$261K Buy
4,505
+333
+8% +$18.9K 0.04% 195
2021
Q1 		$239K Buy
4,172
+249
+6% +$15.2K 0.05% 185
2020
Q4 		$227K Buy
+3,923
New +$211K 0.05% 190

Other funds holding HEAL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cornerstone Advisory's HEAL Position: Q1 2022 in Review

Cornerstone Advisory sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q1 2022, closing a stake of 4,257 shares — an estimated $211K sold.

Cornerstone Advisory first reported a position in HEAL in Q4 2020 and held it in 5 quarters. The position peaked at $261K in Q2 2021. 60 funds tracked by Wall St. Rank hold HEAL as of Q1 2022.

  • Cornerstone Advisory reported no remaining Global X Funds Global X HealthTech ETF position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 4,257 Global X Funds Global X HealthTech ETF shares in Q1 2022, an estimated $211K.
  • Cornerstone Advisory first reported a position in Global X Funds Global X HealthTech ETF in Q4 2020 and held it in 5 quarters.
  • Cornerstone Advisory's Global X Funds Global X HealthTech ETF position peaked at $261K in Q2 2021.
  • 60 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.