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

TD Capital Management’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
2022 Q4	–	Sell	-1,916	Closed	-$67.4K	–	398
2022 Q3	$65K	Buy	+1,916	New	+$71.2K	0.01%	142
2022 Q1	–	Sell	-1,916	Closed	-$95K	–	362
2021 Q4	$95K	Buy	1,916 +1,032	+117%	+$53.4K	0.01%	127
2021 Q3	$47K	Hold	884	–	–	0.01%	160
2021 Q2	$51K	Buy	884 +869	+5,793%	+$49.4K	0.01%	150
2021 Q1	$1K	Buy	+15	New	+$918	﹤0.01%	314

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

TD Capital Management's HEAL Position: Q4 2022 in Review

TD Capital Management sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q4 2022, closing a stake of 1,916 shares — an estimated $67.4K sold.

TD Capital Management first reported a position in HEAL in Q1 2021 and held it in 5 quarters. The position peaked at $95K in Q4 2021. 52 funds tracked by Wall St. Rank hold HEAL as of Q4 2022.

TD Capital Management reported no remaining Global X Funds Global X HealthTech ETF position as of Q4 2022 after selling out during the quarter.
TD Capital Management sold 1,916 Global X Funds Global X HealthTech ETF shares in Q4 2022, an estimated $67.4K.
TD Capital Management first reported a position in Global X Funds Global X HealthTech ETF in Q1 2021 and held it in 5 quarters.
TD Capital Management's Global X Funds Global X HealthTech ETF position peaked at $95K in Q4 2021.
52 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q4 2022.

Based on TD Capital Management's 13F filing for Q4 2022, filed 15 Feb 2023.