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Plante Moran Financial Advisors’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Plante Moran Financial Advisors’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
Q4 		– Sell
-75
Closed -$2K – 915
2022
Q3 		$2K Buy
+75
New +$2.29K ﹤0.01% 784

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Plante Moran Financial Advisors's HTEC Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q4 2022, closing a stake of 75 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in HTEC in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 37 funds tracked by Wall St. Rank hold HTEC as of Q4 2022.

  • Plante Moran Financial Advisors reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q4 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 75 ROBO Global Healthcare Technology and Innovation ETF shares in Q4 2022, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q3 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's ROBO Global Healthcare Technology and Innovation ETF position peaked at $2K in Q3 2022.
  • 37 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.