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Lee Financial’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Lee Financial’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
2022
Q3 		– Sell
-33
Closed -$1K – 900
2022
Q2 		$1K Buy
+33
New +$1.02K ﹤0.01% 791

Other funds holding HTEC

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SCM
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GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lee Financial's HTEC Position: Q3 2022 in Review

Lee Financial sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q3 2022, closing a stake of 33 shares — an estimated $1K sold.

Lee Financial first reported a position in HTEC in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 33 funds tracked by Wall St. Rank hold HTEC as of Q3 2022.

  • Lee Financial reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q3 2022 after selling out during the quarter.
  • Lee Financial sold 33 ROBO Global Healthcare Technology and Innovation ETF shares in Q3 2022, an estimated $1K.
  • Lee Financial first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q2 2022 and held it in 1 quarter.
  • Lee Financial's ROBO Global Healthcare Technology and Innovation ETF position peaked at $1K in Q2 2022.
  • 33 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.