Envestnet Asset Management
HEAL

Envestnet Asset Management’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Envestnet Asset 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
2024
Q3 		– Sell
-8,464
Closed -$222K – 4337
2024
Q2 		$222K Buy
8,464
+4,839
+133% +$132K ﹤0.01% 3871
2024
Q1 		$103K Buy
+3,625
New +$103K ﹤0.01% 4056
2023
Q2 		– Sell
-3,923
Closed -$138K – 4103
2023
Q1 		$138K Buy
+3,923
New +$141K ﹤0.01% 3738

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management's HEAL Position: Q3 2024 in Review

Envestnet Asset Management sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q3 2024, closing a stake of 8,464 shares — an estimated $222K sold.

Envestnet Asset Management first reported a position in HEAL in Q1 2023 and held it in 3 quarters. The position peaked at $222K in Q2 2024. 36 funds tracked by Wall St. Rank hold HEAL as of Q3 2024.

  • Envestnet Asset Management reported no remaining Global X Funds Global X HealthTech ETF position as of Q3 2024 after selling out during the quarter.
  • Envestnet Asset Management sold 8,464 Global X Funds Global X HealthTech ETF shares in Q3 2024, an estimated $222K.
  • Envestnet Asset Management first reported a position in Global X Funds Global X HealthTech ETF in Q1 2023 and held it in 3 quarters.
  • Envestnet Asset Management's Global X Funds Global X HealthTech ETF position peaked at $222K in Q2 2024.
  • 36 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q3 2024.

Based on Envestnet Asset Management's 13F filing for Q3 2024, filed 7 Nov 2024.