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GeoWealth Management’s Simplify Health Care ETF PINK Stock Holding History

GeoWealth Management’s Portfolio PINK Stock Details PINK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,248
Closed -$416K – 1719
2024
Q2 		$416K Sell
13,248
-31,002
-70% -$927K 0.02% 476
2024
Q1 		$1.37M Buy
+44,250
New +$1.3M 0.05% 237

Other funds holding PINK

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $2.7B AUM 23.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $655M AUM 24.57% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GeoWealth Management's PINK Position: Q3 2024 in Review

GeoWealth Management sold out of Simplify Health Care ETF (PINK) in Q3 2024, closing a stake of 13,248 shares — an estimated $416K sold.

GeoWealth Management first reported a position in PINK in Q1 2024 and held it in 2 quarters. The position peaked at $1.37M in Q1 2024. 64 funds tracked by Wall St. Rank hold PINK as of Q3 2024.

  • GeoWealth Management reported no remaining Simplify Health Care ETF position as of Q3 2024 after selling out during the quarter.
  • GeoWealth Management sold 13,248 Simplify Health Care ETF shares in Q3 2024, an estimated $416K.
  • GeoWealth Management first reported a position in Simplify Health Care ETF in Q1 2024 and held it in 2 quarters.
  • GeoWealth Management's Simplify Health Care ETF position peaked at $1.37M in Q1 2024.
  • 64 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q3 2024.

Based on GeoWealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.