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FSA Wealth Management’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

FSA Wealth Management’s Portfolio HTEC Stock Details HTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-314
Closed -$9K – 630
2023
Q4 		$9K Buy
+314
New +$7.8K ﹤0.01% 333

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Citigroup
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Susquehanna International Group
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SCM
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MIFH
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EIP
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FSA Wealth Management's HTEC Position: Q1 2024 in Review

FSA Wealth Management sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q1 2024, closing a stake of 314 shares — an estimated $9K sold.

FSA Wealth Management first reported a position in HTEC in Q4 2023 and held it in 1 quarter. The position peaked at $9K in Q4 2023. 30 funds tracked by Wall St. Rank hold HTEC as of Q1 2024.

  • FSA Wealth Management reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q1 2024 after selling out during the quarter.
  • FSA Wealth Management sold 314 ROBO Global Healthcare Technology and Innovation ETF shares in Q1 2024, an estimated $9K.
  • FSA Wealth Management first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q4 2023 and held it in 1 quarter.
  • FSA Wealth Management's ROBO Global Healthcare Technology and Innovation ETF position peaked at $9K in Q4 2023.
  • 30 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q1 2024.

Based on FSA Wealth Management's 13F filing for Q1 2024, filed 16 May 2024.