Sandy Spring Bank’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Sandy Spring Bank’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	-115	Closed	-$3.17K	–	1236
2023 Q3	$3.17K	Hold	115	–	–	﹤0.01%	982
2023 Q2	$4.01K	Hold	115	–	–	﹤0.01%	992
2023 Q1	$4.04K	Hold	115	–	–	﹤0.01%	957
2022 Q4	$4K	Hold	115	–	–	﹤0.01%	954
2022 Q3	$4K	Hold	115	–	–	﹤0.01%	973
2022 Q2	$4K	Hold	115	–	–	﹤0.01%	1000
2022 Q1	$5K	Buy	+115	New	+$4.98K	﹤0.01%	982

Other funds holding HEAL

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 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 $26.4B AUM 21.05% 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

Sandy Spring Bank's HEAL Position: Q4 2023 in Review

Sandy Spring Bank sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q4 2023, closing a stake of 115 shares — an estimated $3.17K sold.

Sandy Spring Bank first reported a position in HEAL in Q1 2022 and held it in 7 quarters. The position peaked at $5K in Q1 2022. 43 funds tracked by Wall St. Rank hold HEAL as of Q4 2023.

Sandy Spring Bank reported no remaining Global X Funds Global X HealthTech ETF position as of Q4 2023 after selling out during the quarter.
Sandy Spring Bank sold 115 Global X Funds Global X HealthTech ETF shares in Q4 2023, an estimated $3.17K.
Sandy Spring Bank first reported a position in Global X Funds Global X HealthTech ETF in Q1 2022 and held it in 7 quarters.
Sandy Spring Bank's Global X Funds Global X HealthTech ETF position peaked at $5K in Q1 2022.
43 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q4 2023.

Based on Sandy Spring Bank's 13F filing for Q4 2023, filed 26 Jan 2024.