C
HEAL

Covestor’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Covestor’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
2024
Q4 		– Sell
-110
Closed -$3K – 2843
2024
Q3 		$3K Hold
110
– – ﹤0.01% 1782
2024
Q2 		$3K Sell
110
-21
-16% -$572 ﹤0.01% 1820
2024
Q1 		$4K Buy
131
+10
+8% +$285 ﹤0.01% 1799
2023
Q4 		$4K Sell
121
-13
-10% -$349 ﹤0.01% 1790
2023
Q3 		$4K Sell
134
-3
-2% -$96 ﹤0.01% 1757
2023
Q2 		$5K Buy
137
+9
+7% +$313 ﹤0.01% 1714
2023
Q1 		$5K Buy
128
+6
+5% +$216 ﹤0.01% 1582
2022
Q4 		$4K Buy
122
+1
+0.8% +$35 ﹤0.01% 1660
2022
Q3 		$4K Sell
121
-14
-10% -$520 ﹤0.01% 1590
2022
Q2 		$5K Buy
135
+13
+11% +$483 ﹤0.01% 1436
2022
Q1 		$5K Buy
122
+69
+130% +$2.99K ﹤0.01% 1514
2021
Q4 		$3K Buy
+53
New +$2.75K ﹤0.01% 1504

Other funds holding HEAL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Covestor's HEAL Position: Q4 2024 in Review

Covestor sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q4 2024, closing a stake of 110 shares — an estimated $3K sold.

Covestor first reported a position in HEAL in Q4 2021 and held it in 12 quarters. The position peaked at $5K in Q2 2023. 28 funds tracked by Wall St. Rank hold HEAL as of Q4 2024.

  • Covestor reported no remaining Global X Funds Global X HealthTech ETF position as of Q4 2024 after selling out during the quarter.
  • Covestor sold 110 Global X Funds Global X HealthTech ETF shares in Q4 2024, an estimated $3K.
  • Covestor first reported a position in Global X Funds Global X HealthTech ETF in Q4 2021 and held it in 12 quarters.
  • Covestor's Global X Funds Global X HealthTech ETF position peaked at $5K in Q2 2023.
  • 28 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q4 2024.

Based on Covestor's 13F filing for Q4 2024, filed 13 Feb 2025.