RJA
HEAL

Raymond James & Associates’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Raymond James & Associates’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
2024
Q3 		$201K Sell
6,696
-616
-8% -$17K ﹤0.01% 3636
2024
Q2 		$192K Sell
7,312
-631
-8% -$17.2K ﹤0.01% 3615
2024
Q1 		$227K Sell
7,943
-508
-6% -$14.5K ﹤0.01% 3544
2023
Q4 		$257K Sell
8,451
-18
-0.2% -$483 ﹤0.01% 3384
2023
Q3 		$233K Sell
8,469
-4,855
-36% -$155K ﹤0.01% 3376
2023
Q2 		$465K Sell
13,324
-165
-1% -$5.74K ﹤0.01% 2989
2023
Q1 		$474K Sell
13,489
-10,717
-44% -$385K ﹤0.01% 2944
2022
Q4 		$841K Buy
24,206
+292
+1% +$10.3K ﹤0.01% 2535
2022
Q3 		$810K Sell
23,914
-1
-0% -$37 ﹤0.01% 2533
2022
Q2 		$827K Buy
23,915
+5,866
+33% +$218K ﹤0.01% 2575
2022
Q1 		$784K Sell
18,049
-672
-4% -$29.1K ﹤0.01% 2762
2021
Q4 		$929K Sell
18,721
-198
-1% -$10.3K ﹤0.01% 2662
2021
Q3 		$1.01M Sell
18,919
-3,518
-16% -$194K ﹤0.01% 2585
2021
Q2 		$1.3M Buy
22,437
+8,975
+67% +$510K ﹤0.01% 2411
2021
Q1 		$772K Buy
13,462
+6,540
+94% +$400K ﹤0.01% 2682
2020
Q4 		$400K Buy
+6,922
New +$372K ﹤0.01% 2961

Other funds holding HEAL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return

Raymond James & Associates's HEAL Position: Q3 2024 in Review

Raymond James & Associates reduced its Global X Funds Global X HealthTech ETF (HEAL) stake by 8.4% in Q3 2024, selling an estimated $17K and leaving 6,696 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #3636.

Raymond James & Associates first reported a position in HEAL in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.3M in Q2 2021. 36 funds tracked by Wall St. Rank hold HEAL as of Q3 2024.

  • Raymond James & Associates held 6,696 shares of Global X Funds Global X HealthTech ETF worth $201K as of Q3 2024.
  • Raymond James & Associates sold 616 Global X Funds Global X HealthTech ETF shares in Q3 2024, an estimated $17K.
  • Global X Funds Global X HealthTech ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3636 holding.
  • Raymond James & Associates first reported a position in Global X Funds Global X HealthTech ETF in Q4 2020 and has held it in 16 quarters since.
  • Raymond James & Associates's Global X Funds Global X HealthTech ETF position peaked at $1.3M in Q2 2021.
  • 36 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.