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

GeoWealth 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
2020
Q3 		– Sell
-18,326
Closed -$564K – 174
2020
Q2 		$564K Buy
+18,326
New +$515K 0.23% 91
2020
Q1 		– Sell
-13,200
Closed -$350K – 103
2019
Q4 		$350K Buy
+13,200
New +$329K 0.19% 68

Other funds holding HTEC

GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

GeoWealth Management's HTEC Position: Q3 2020 in Review

GeoWealth Management sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q3 2020, closing a stake of 18,326 shares — an estimated $564K sold.

GeoWealth Management first reported a position in HTEC in Q4 2019 and held it in 2 quarters. The position peaked at $564K in Q2 2020. 16 funds tracked by Wall St. Rank hold HTEC as of Q3 2020.

  • GeoWealth Management reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q3 2020 after selling out during the quarter.
  • GeoWealth Management sold 18,326 ROBO Global Healthcare Technology and Innovation ETF shares in Q3 2020, an estimated $564K.
  • GeoWealth Management first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q4 2019 and held it in 2 quarters.
  • GeoWealth Management's ROBO Global Healthcare Technology and Innovation ETF position peaked at $564K in Q2 2020.
  • 16 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q3 2020.

Based on GeoWealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.