SFP
HEAL

Sterling Financial Planning’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Sterling Financial Planning’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
Q4 		– Sell
-90
Closed -$5K – 414
2021
Q3 		$5K Buy
+90
New +$4.97K ﹤0.01% 367

Other funds holding HEAL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Sterling Financial Planning's HEAL Position: Q4 2021 in Review

Sterling Financial Planning sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q4 2021, closing a stake of 90 shares — an estimated $5K sold.

Sterling Financial Planning first reported a position in HEAL in Q3 2021 and held it in 1 quarter. The position peaked at $5K in Q3 2021. 71 funds tracked by Wall St. Rank hold HEAL as of Q4 2021.

  • Sterling Financial Planning reported no remaining Global X Funds Global X HealthTech ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 90 Global X Funds Global X HealthTech ETF shares in Q4 2021, an estimated $5K.
  • Sterling Financial Planning first reported a position in Global X Funds Global X HealthTech ETF in Q3 2021 and held it in 1 quarter.
  • Sterling Financial Planning's Global X Funds Global X HealthTech ETF position peaked at $5K in Q3 2021.
  • 71 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.