DAS
HEAL

Dynamic Advisor Solutions’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Dynamic Advisor Solutions’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
-3,555
Closed -$176K – 800
2021
Q4 		$176K Sell
3,555
-15,995
-82% -$828K 0.01% 689
2021
Q3 		$1.04M Sell
19,550
-66,798
-77% -$3.69M 0.08% 281
2021
Q2 		$5M Buy
86,348
+81,103
+1,546% +$4.61M 0.4% 57
2021
Q1 		$301K Buy
+5,245
New +$321K 0.03% 500

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 $299B AUM 28.69% 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

Dynamic Advisor Solutions's HEAL Position: Q1 2022 in Review

Dynamic Advisor Solutions sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q1 2022, closing a stake of 3,555 shares — an estimated $176K sold.

Dynamic Advisor Solutions first reported a position in HEAL in Q1 2021 and held it in 4 quarters. The position peaked at $5M in Q2 2021. 60 funds tracked by Wall St. Rank hold HEAL as of Q1 2022.

  • Dynamic Advisor Solutions reported no remaining Global X Funds Global X HealthTech ETF position as of Q1 2022 after selling out during the quarter.
  • Dynamic Advisor Solutions sold 3,555 Global X Funds Global X HealthTech ETF shares in Q1 2022, an estimated $176K.
  • Dynamic Advisor Solutions first reported a position in Global X Funds Global X HealthTech ETF in Q1 2021 and held it in 4 quarters.
  • Dynamic Advisor Solutions's Global X Funds Global X HealthTech ETF position peaked at $5M in Q2 2021.
  • 60 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q1 2022.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2022, filed 11 Apr 2022.