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

Simmons 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 Q1	–	Sell	-5,250	Closed	-$182K	–	348
2022 Q4	$182K	Sell	5,250 -8,273	-61%	-$291K	0.02%	333
2022 Q3	$458K	Sell	13,523 -5,163	-28%	-$192K	0.04%	251
2022 Q2	$646K	Sell	18,686 -2,609	-12%	-$96.9K	0.06%	227
2022 Q1	$925K	Buy	21,295 +8,780	+70%	+$380K	0.07%	219
2021 Q4	$621K	Buy	+12,515	New	+$648K	0.04%	261

Other funds holding HEAL

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

KAS

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

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Simmons Bank's HEAL Position: Q1 2023 in Review

Simmons Bank sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q1 2023, closing a stake of 5,250 shares — an estimated $182K sold.

Simmons Bank first reported a position in HEAL in Q4 2021 and held it in 5 quarters. The position peaked at $925K in Q1 2022. 52 funds tracked by Wall St. Rank hold HEAL as of Q1 2023.

Simmons Bank reported no remaining Global X Funds Global X HealthTech ETF position as of Q1 2023 after selling out during the quarter.
Simmons Bank sold 5,250 Global X Funds Global X HealthTech ETF shares in Q1 2023, an estimated $182K.
Simmons Bank first reported a position in Global X Funds Global X HealthTech ETF in Q4 2021 and held it in 5 quarters.
Simmons Bank's Global X Funds Global X HealthTech ETF position peaked at $925K in Q1 2022.
52 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q1 2023.

Based on Simmons Bank's 13F filing for Q1 2023, filed 28 Apr 2023.