WAP
HEAL

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

Wealthcare Advisory Partners’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
-203
Closed -$12K – 1941
2021
Q1 		$12K Buy
+203
New +$12.4K ﹤0.01% 1405

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

Wealthcare Advisory Partners's HEAL Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Global X Funds Global X HealthTech ETF (HEAL) in Q2 2021, closing a stake of 203 shares — an estimated $12K sold.

Wealthcare Advisory Partners first reported a position in HEAL in Q1 2021 and held it in 1 quarter. The position peaked at $12K in Q1 2021. 61 funds tracked by Wall St. Rank hold HEAL as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Global X Funds Global X HealthTech ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 203 Global X Funds Global X HealthTech ETF shares in Q2 2021, an estimated $12K.
  • Wealthcare Advisory Partners first reported a position in Global X Funds Global X HealthTech ETF in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Global X Funds Global X HealthTech ETF position peaked at $12K in Q1 2021.
  • 61 funds tracked by Wall St. Rank held Global X Funds Global X HealthTech ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.