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James Investment Research’s Simplify Health Care ETF PINK Stock Holding History

James Investment Research’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
2023
Q1 		– Sell
-211
Closed -$6K – 627
2022
Q4 		$6K Buy
+211
New +$5.47K ﹤0.01% 491
2022
Q2 		– Sell
-682
Closed -$19K – 544
2022
Q1 		$19K Sell
682
-114
-14% -$2.95K ﹤0.01% 420
2021
Q4 		$22K Buy
+796
New +$20.9K ﹤0.01% 432

Other funds holding PINK

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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

James Investment Research's PINK Position: Q1 2023 in Review

James Investment Research sold out of Simplify Health Care ETF (PINK) in Q1 2023, closing a stake of 211 shares — an estimated $6K sold.

James Investment Research first reported a position in PINK in Q4 2021 and held it in 3 quarters. The position peaked at $22K in Q4 2021. 19 funds tracked by Wall St. Rank hold PINK as of Q1 2023.

  • James Investment Research reported no remaining Simplify Health Care ETF position as of Q1 2023 after selling out during the quarter.
  • James Investment Research sold 211 Simplify Health Care ETF shares in Q1 2023, an estimated $6K.
  • James Investment Research first reported a position in Simplify Health Care ETF in Q4 2021 and held it in 3 quarters.
  • James Investment Research's Simplify Health Care ETF position peaked at $22K in Q4 2021.
  • 19 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q1 2023.

Based on James Investment Research's 13F filing for Q1 2023, filed 26 Apr 2023.