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Truvestments Capital’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Truvestments Capital’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
2024
Q1 		– Sell
-459
Closed -$12.9K – 789
2023
Q4 		$12.9K Hold
459
– – 0.01% 493
2023
Q3 		$11.6K Hold
459
– – 0.01% 442
2023
Q2 		$13.8K Buy
+459
New +$13.7K 0.01% 423

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Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truvestments Capital's HTEC Position: Q1 2024 in Review

Truvestments Capital sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q1 2024, closing a stake of 459 shares — an estimated $12.9K sold.

Truvestments Capital first reported a position in HTEC in Q2 2023 and held it in 3 quarters. The position peaked at $13.8K in Q2 2023. 30 funds tracked by Wall St. Rank hold HTEC as of Q1 2024.

  • Truvestments Capital reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q1 2024 after selling out during the quarter.
  • Truvestments Capital sold 459 ROBO Global Healthcare Technology and Innovation ETF shares in Q1 2024, an estimated $12.9K.
  • Truvestments Capital first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q2 2023 and held it in 3 quarters.
  • Truvestments Capital's ROBO Global Healthcare Technology and Innovation ETF position peaked at $13.8K in Q2 2023.
  • 30 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q1 2024.

Based on Truvestments Capital's 13F filing for Q1 2024, filed 14 May 2024.