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Stegent Equity Advisors’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Stegent Equity Advisors’s Portfolio HTEC Stock Details HTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11,225
Closed -$489K – 101
2021
Q4 		$489K Buy
+11,225
New +$501K 0.4% 60

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Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stegent Equity Advisors's HTEC Position: Q1 2022 in Review

Stegent Equity Advisors sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q1 2022, closing a stake of 11,225 shares — an estimated $489K sold.

Stegent Equity Advisors first reported a position in HTEC in Q4 2021 and held it in 1 quarter. The position peaked at $489K in Q4 2021. 40 funds tracked by Wall St. Rank hold HTEC as of Q1 2022.

  • Stegent Equity Advisors reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q1 2022 after selling out during the quarter.
  • Stegent Equity Advisors sold 11,225 ROBO Global Healthcare Technology and Innovation ETF shares in Q1 2022, an estimated $489K.
  • Stegent Equity Advisors first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q4 2021 and held it in 1 quarter.
  • Stegent Equity Advisors's ROBO Global Healthcare Technology and Innovation ETF position peaked at $489K in Q4 2021.
  • 40 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q1 2022.

Based on Stegent Equity Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.