VFA
HEAL

Valeo Financial Advisors’s Global X Funds Global X HealthTech ETF HEAL Stock Holding History

Valeo Financial Advisors’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
Q2 		– Sell
-170
Closed -$10K – 1891
2021
Q1 		$10K Buy
+170
New +$10.4K ﹤0.01% 1371

Other funds holding HEAL

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

Valeo Financial Advisors's HEAL Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q2 2021, closing a stake of 170 shares — an estimated $10K sold.

Valeo Financial Advisors first reported a position in HEAL in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 61 funds tracked by Wall St. Rank hold HEAL as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Global X Funds Global X HealthTech ETF position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 170 Global X Funds Global X HealthTech ETF shares in Q2 2021, an estimated $10K.
  • Valeo Financial Advisors first reported a position in Global X Funds Global X HealthTech ETF in Q1 2021 and held it in 1 quarter.
  • Valeo Financial Advisors's Global X Funds Global X HealthTech ETF position peaked at $10K in Q1 2021.
  • 61 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.