GIA
HEAL

Gladstone Institutional Advisory’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Gladstone Institutional Advisory’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
2021
Q2 		– Sell
-5,470
Closed -$314K – 551
2021
Q1 		$314K Buy
+5,470
New +$335K 0.05% 312

Other funds holding HEAL

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
SWM
Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

Gladstone Institutional Advisory's HEAL Position: Q2 2021 in Review

Gladstone Institutional Advisory sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q2 2021, closing a stake of 5,470 shares — an estimated $314K sold.

Gladstone Institutional Advisory first reported a position in HEAL in Q1 2021 and held it in 1 quarter. The position peaked at $314K in Q1 2021. 61 funds tracked by Wall St. Rank hold HEAL as of Q2 2021.

  • Gladstone Institutional Advisory reported no remaining Global X Funds Global X HealthTech ETF position as of Q2 2021 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 5,470 Global X Funds Global X HealthTech ETF shares in Q2 2021, an estimated $314K.
  • Gladstone Institutional Advisory first reported a position in Global X Funds Global X HealthTech ETF in Q1 2021 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Global X Funds Global X HealthTech ETF position peaked at $314K in Q1 2021.
  • 61 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q2 2021.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.