Steward Partners Investment Advisory’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Steward Partners Investment Advisory’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 Q3	–	Sell	-667	Closed	-$23.3K	–	3457
2023 Q2	$23.3K	Hold	667	–	–	﹤0.01%	2217
2023 Q1	$23.4K	Sell	667 -333	-33%	-$12K	﹤0.01%	2180
2022 Q4	$34.7K	Hold	1,000	–	–	﹤0.01%	1980
2022 Q3	$34K	Sell	1,000 -250	-20%	-$9.29K	﹤0.01%	1972
2022 Q2	$43K	Sell	1,250 -167	-12%	-$6.21K	﹤0.01%	1878
2022 Q1	$62K	Sell	1,417 -2,939	-67%	-$127K	﹤0.01%	1817
2021 Q4	$216K	Sell	4,356 -38	-0.9%	-$1.97K	﹤0.01%	1282
2021 Q3	$234K	Buy	4,394 +411	+10%	+$22.7K	﹤0.01%	1209
2021 Q2	$231K	Sell	3,983 -705	-15%	-$40.1K	﹤0.01%	1442
2021 Q1	$269K	Buy	4,688 +1,359	+41%	+$83.2K	﹤0.01%	1151
2020 Q4	$193K	Buy	3,329 +1,654	+99%	+$89K	﹤0.01%	1088
2020 Q3	$84K	Buy	+1,675	New	+$80.8K	﹤0.01%	1287

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

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Steward Partners Investment Advisory's HEAL Position: Q3 2023 in Review

Steward Partners Investment Advisory sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q3 2023, closing a stake of 667 shares — an estimated $23.3K sold.

Steward Partners Investment Advisory first reported a position in HEAL in Q3 2020 and held it in 12 quarters. The position peaked at $269K in Q1 2021. 49 funds tracked by Wall St. Rank hold HEAL as of Q3 2023.

Steward Partners Investment Advisory reported no remaining Global X Funds Global X HealthTech ETF position as of Q3 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 667 Global X Funds Global X HealthTech ETF shares in Q3 2023, an estimated $23.3K.
Steward Partners Investment Advisory first reported a position in Global X Funds Global X HealthTech ETF in Q3 2020 and held it in 12 quarters.
Steward Partners Investment Advisory's Global X Funds Global X HealthTech ETF position peaked at $269K in Q1 2021.
49 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q3 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.