Cardinal Point Wealth Management Partners, LLC Robo Global Healthcare Transaction History

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 19, 2022	SELL	$26.7 - $37.53 $304,113 - $427,466	-11,390 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$32.16 - $43.83 $6.54 Million - $8.91 Million	-203,382 Reduced 94.7%	11,390 $415,000
Q4 2021 Feb 10, 2022	BUY	$41.32 - $48.59 $8.87 Million - $10.4 Million	214,772 New	214,772 $9.36 Million

Others Institutions Holding HTEC

# of Institutions

Shares Held

946K

Call Options Held

Put Options Held

Ubs Group Ag

334K
Shares

$10.8 Million
0.0% of portfolio
Gofen & Glossberg LLC

180K
Shares

$5.8 Million
0.13% of portfolio
Morgan Stanley New York, NY

104K
Shares

$3.34 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

72.7K
Shares

$2.34 Million
0.0% of portfolio
Flow Traders U.S. LLC New York, NY

45.6K
Shares

$1.47 Million
0.05% of portfolio

View Full List

About ROBO GLOBAL HEALTHCARE

Ticker HTEC
Sector ETFs
Industry ETFs

More about HTEC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardinal Point Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Point Wealth Management Partners, LLC with notifications on news.

Account