O'Rourke & Company’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

O'Rourke & Company’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
2022 Q2	–	Sell	-5,247	Closed	-$228K	–	126
2022 Q1	$228K	Sell	5,247 -148	-3%	-$6.41K	0.16%	113
2021 Q4	$268K	Buy	+5,395	New	+$279K	0.18%	105

Other funds holding HEAL

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

UCIG

Ulrich Consultants & Investment Group Albuquerque, New Mexico $41.4M AUM 20.81% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

O'Rourke & Company's HEAL Position: Q2 2022 in Review

O'Rourke & Company sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q2 2022, closing a stake of 5,247 shares — an estimated $228K sold.

O'Rourke & Company first reported a position in HEAL in Q4 2021 and held it in 2 quarters. The position peaked at $268K in Q4 2021. 55 funds tracked by Wall St. Rank hold HEAL as of Q2 2022.

O'Rourke & Company reported no remaining Global X Funds Global X HealthTech ETF position as of Q2 2022 after selling out during the quarter.
O'Rourke & Company sold 5,247 Global X Funds Global X HealthTech ETF shares in Q2 2022, an estimated $228K.
O'Rourke & Company first reported a position in Global X Funds Global X HealthTech ETF in Q4 2021 and held it in 2 quarters.
O'Rourke & Company's Global X Funds Global X HealthTech ETF position peaked at $268K in Q4 2021.
55 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q2 2022.

Based on O'Rourke & Company's 13F filing for Q2 2022, filed 12 Aug 2022.