1832 Asset Management’s Global X FinTech ETF FINX Stock Holding History

1832 Asset Management’s Portfolio FINX Stock Details FINX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-13,395	Closed	-$581K	–	742
2021 Q1	$581K	Sell	13,395 -2,094	-14%	-$98.5K	﹤0.01%	470
2020 Q4	$725K	Hold	15,489	–	–	﹤0.01%	513
2020 Q3	$594K	Buy	15,489 +5,047	+48%	+$184K	﹤0.01%	503
2020 Q2	$343K	Buy	+10,442	New	+$310K	﹤0.01%	503
2020 Q1	–	Sell	-15,319	Closed	-$466K	–	702
2019 Q4	$466K	Hold	15,319	–	–	﹤0.01%	478
2019 Q3	$440K	Sell	15,319 -4,693	-23%	-$138K	﹤0.01%	476
2019 Q2	$589K	Buy	+20,012	New	+$572K	﹤0.01%	488

Other funds holding FINX

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1832 Asset Management's FINX Position: Q2 2021 in Review

1832 Asset Management sold out of Global X FinTech ETF (FINX) in Q2 2021, closing a stake of 13,395 shares — an estimated $581K sold.

1832 Asset Management first reported a position in FINX in Q2 2019 and held it in 7 quarters. The position peaked at $725K in Q4 2020. 163 funds tracked by Wall St. Rank hold FINX as of Q2 2021.

1832 Asset Management reported no remaining Global X FinTech ETF position as of Q2 2021 after selling out during the quarter.
1832 Asset Management sold 13,395 Global X FinTech ETF shares in Q2 2021, an estimated $581K.
1832 Asset Management first reported a position in Global X FinTech ETF in Q2 2019 and held it in 7 quarters.
1832 Asset Management's Global X FinTech ETF position peaked at $725K in Q4 2020.
163 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2021.

Based on 1832 Asset Management's 13F filing for Q2 2021, filed 16 Aug 2021.