Raymond James Financial Services Advisors’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Raymond James Financial Services Advisors’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
2023 Q4	–	Sell	-4,513	Closed	-$124K	–	3444
2023 Q3	$124K	Sell	4,513 -767	-15%	-$24.6K	﹤0.01%	3034
2023 Q2	$184K	Sell	5,280 -66	-1%	-$2.29K	﹤0.01%	2953
2023 Q1	$188K	Sell	5,346 -663	-11%	-$23.8K	﹤0.01%	2930
2022 Q4	$209K	Buy	6,009 +216	+4%	+$7.6K	﹤0.01%	2840
2022 Q3	$196K	Sell	5,793 -216	-4%	-$8.03K	﹤0.01%	2869
2022 Q2	$208K	Sell	6,009 -34	-0.6%	-$1.26K	﹤0.01%	2850
2022 Q1	$262K	Sell	6,043 -335	-5%	-$14.5K	﹤0.01%	2813
2021 Q4	$316K	Buy	6,378 +494	+8%	+$25.6K	﹤0.01%	2677
2021 Q3	$313K	Sell	5,884 -11,199	-66%	-$619K	﹤0.01%	2665
2021 Q2	$989K	Buy	17,083 +2,113	+14%	+$120K	﹤0.01%	1949
2021 Q1	$859K	Buy	14,970 +6,383	+74%	+$391K	﹤0.01%	1953
2020 Q4	$497K	Buy	+8,587	New	+$462K	﹤0.01%	2149

Other funds holding HEAL

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

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

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

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Raymond James Financial Services Advisors's HEAL Position: Q4 2023 in Review

Raymond James Financial Services Advisors sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q4 2023, closing a stake of 4,513 shares — an estimated $124K sold.

Raymond James Financial Services Advisors first reported a position in HEAL in Q4 2020 and held it in 12 quarters. The position peaked at $989K in Q2 2021. 43 funds tracked by Wall St. Rank hold HEAL as of Q4 2023.

Raymond James Financial Services Advisors reported no remaining Global X Funds Global X HealthTech ETF position as of Q4 2023 after selling out during the quarter.
Raymond James Financial Services Advisors sold 4,513 Global X Funds Global X HealthTech ETF shares in Q4 2023, an estimated $124K.
Raymond James Financial Services Advisors first reported a position in Global X Funds Global X HealthTech ETF in Q4 2020 and held it in 12 quarters.
Raymond James Financial Services Advisors's Global X Funds Global X HealthTech ETF position peaked at $989K in Q2 2021.
43 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q4 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.