V
HTEC icon

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

ViaWealth’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
2023
Q3 		– Sell
-7,374
Closed -$222K – 161
2023
Q2 		$222K Sell
7,374
-155
-2% -$4.63K 0.17% 142
2023
Q1 		$224K Sell
7,529
-275
-4% -$8.28K 0.18% 141
2022
Q4 		$229K Buy
+7,804
New +$223K 0.19% 145

Other funds holding HTEC

SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ViaWealth's HTEC Position: Q3 2023 in Review

ViaWealth sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q3 2023, closing a stake of 7,374 shares — an estimated $222K sold.

ViaWealth first reported a position in HTEC in Q4 2022 and held it in 3 quarters. The position peaked at $229K in Q4 2022. 32 funds tracked by Wall St. Rank hold HTEC as of Q3 2023.

  • ViaWealth reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q3 2023 after selling out during the quarter.
  • ViaWealth sold 7,374 ROBO Global Healthcare Technology and Innovation ETF shares in Q3 2023, an estimated $222K.
  • ViaWealth first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q4 2022 and held it in 3 quarters.
  • ViaWealth's ROBO Global Healthcare Technology and Innovation ETF position peaked at $229K in Q4 2022.
  • 32 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q3 2023.

Based on ViaWealth's 13F filing for Q3 2023, filed 13 Nov 2023.