MA
HTEC icon

Montag & Associates’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Montag & Associates’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
2021
Q4 		– Sell
-18
Closed -$1K – 879
2021
Q3 		$1K Hold
18
– – ﹤0.01% 830
2021
Q2 		$1K Hold
18
– – ﹤0.01% 824
2021
Q1 		$1K Buy
+18
New +$837 ﹤0.01% 823

Other funds holding HTEC

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPWMP
Cardinal Point Wealth Management Partners Irvine, California $329M AUM 6.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Montag & Associates's HTEC Position: Q4 2021 in Review

Montag & Associates sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q4 2021, closing a stake of 18 shares — an estimated $1K sold.

Montag & Associates first reported a position in HTEC in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 48 funds tracked by Wall St. Rank hold HTEC as of Q4 2021.

  • Montag & Associates reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q4 2021 after selling out during the quarter.
  • Montag & Associates sold 18 ROBO Global Healthcare Technology and Innovation ETF shares in Q4 2021, an estimated $1K.
  • Montag & Associates first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q1 2021 and held it in 3 quarters.
  • Montag & Associates's ROBO Global Healthcare Technology and Innovation ETF position peaked at $1K in Q3 2021.
  • 48 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q4 2021.

Based on Montag & Associates's 13F filing for Q4 2021, filed 9 Feb 2022.