AF
HFXI icon

Advisornet Financial’s NYLI FTSE International Equity Currency Neutral ETF HFXI Stock Holding History

Advisornet Financial’s Portfolio HFXI Stock Details HFXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-420
Closed -$11.6K – 2084
2024
Q3 		$11.6K Hold
420
– – ﹤0.01% 1377
2024
Q2 		$11.2K Hold
420
– – ﹤0.01% 1277
2024
Q1 		$11.3K Hold
420
– – ﹤0.01% 1251
2023
Q4 		$10.4K Hold
420
– – ﹤0.01% 1300
2023
Q3 		$9.72K Hold
420
– – ﹤0.01% 1251
2023
Q2 		$10.1K Hold
420
– – ﹤0.01% 1320
2023
Q1 		$9.69K Hold
420
– – ﹤0.01% 1309
2022
Q4 		$8.97K Hold
420
– – ﹤0.01% 1325
2022
Q3 		$8K Hold
420
– – ﹤0.01% 1399
2022
Q2 		$9K Sell
420
-693
-62% -$15.5K ﹤0.01% 1375
2022
Q1 		$26K Hold
1,113
– – ﹤0.01% 1169
2021
Q4 		$28K Hold
1,113
– – ﹤0.01% 1199
2021
Q3 		$27K Hold
1,113
– – ﹤0.01% 1168
2021
Q2 		$28K Hold
1,113
– – ﹤0.01% 1145
2021
Q1 		$27K Hold
1,113
– – ﹤0.01% 1110
2020
Q4 		$25K Hold
1,113
– – ﹤0.01% 1069
2020
Q3 		$22K Hold
1,113
– – ﹤0.01% 1074
2020
Q2 		$22K Sell
1,113
-1,739
-61% -$31.8K ﹤0.01% 1091
2020
Q1 		$48K Sell
2,852
-5,563
-66% -$112K ﹤0.01% 807
2019
Q4 		$183K Sell
8,415
-520
-6% -$11K 0.02% 522
2019
Q3 		$182K Buy
8,935
+5,624
+170% +$113K 0.02% 530
2019
Q2 		$67K Buy
+3,311
New +$67K 0.01% 718

Other funds holding HFXI

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Advisornet Financial's HFXI Position: Q4 2024 in Review

Advisornet Financial sold out of NYLI FTSE International Equity Currency Neutral ETF (HFXI) in Q4 2024, closing a stake of 420 shares — an estimated $11.6K sold.

Advisornet Financial first reported a position in HFXI in Q2 2019 and held it in 22 quarters. The position peaked at $183K in Q4 2019. 74 funds tracked by Wall St. Rank hold HFXI as of Q4 2024.

  • Advisornet Financial reported no remaining NYLI FTSE International Equity Currency Neutral ETF position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 420 NYLI FTSE International Equity Currency Neutral ETF shares in Q4 2024, an estimated $11.6K.
  • Advisornet Financial first reported a position in NYLI FTSE International Equity Currency Neutral ETF in Q2 2019 and held it in 22 quarters.
  • Advisornet Financial's NYLI FTSE International Equity Currency Neutral ETF position peaked at $183K in Q4 2019.
  • 74 funds tracked by Wall St. Rank held NYLI FTSE International Equity Currency Neutral ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.