SC
HEAL

Savant Capital’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Savant Capital’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
2021
Q3 		– Sell
-3,489
Closed -$202K – 535
2021
Q2 		$202K Hold
3,489
– – 0.01% 478
2021
Q1 		$200K Buy
+3,489
New +$213K 0.01% 449

Other funds holding HEAL

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
SWM
Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Savant Capital's HEAL Position: Q3 2021 in Review

Savant Capital sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q3 2021, closing a stake of 3,489 shares — an estimated $202K sold.

Savant Capital first reported a position in HEAL in Q1 2021 and held it in 2 quarters. The position peaked at $202K in Q2 2021. 64 funds tracked by Wall St. Rank hold HEAL as of Q3 2021.

  • Savant Capital reported no remaining Global X Funds Global X HealthTech ETF position as of Q3 2021 after selling out during the quarter.
  • Savant Capital sold 3,489 Global X Funds Global X HealthTech ETF shares in Q3 2021, an estimated $202K.
  • Savant Capital first reported a position in Global X Funds Global X HealthTech ETF in Q1 2021 and held it in 2 quarters.
  • Savant Capital's Global X Funds Global X HealthTech ETF position peaked at $202K in Q2 2021.
  • 64 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q3 2021.

Based on Savant Capital's 13F filing for Q3 2021, filed 12 Nov 2021.