Anchor Investment Management’s Global X FinTech ETF FINX Stock Holding History

Anchor Investment 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
2022 Q4	–	Sell	-50	Closed	-$1.01K	–	958
2022 Q3	$1.01K	Hold	50	–	–	﹤0.01%	932
2022 Q2	$1.06K	Hold	50	–	–	﹤0.01%	933
2022 Q1	$1.6K	Hold	50	–	–	﹤0.01%	934
2021 Q4	$2K	Hold	50	–	–	﹤0.01%	935
2021 Q3	$2.4K	Hold	50	–	–	﹤0.01%	839
2021 Q2	$2.38K	Hold	50	–	–	﹤0.01%	870
2021 Q1	$2.21K	Hold	50	–	–	﹤0.01%	860
2020 Q4	$2.34K	Hold	50	–	–	﹤0.01%	831
2020 Q3	$1.9K	Hold	50	–	–	﹤0.01%	823
2020 Q2	$1.66K	Hold	50	–	–	﹤0.01%	803
2020 Q1	$1.21K	Hold	50	–	–	﹤0.01%	803
2019 Q4	$1.52K	Hold	50	–	–	﹤0.01%	790
2019 Q3	$1.44K	Hold	50	–	–	﹤0.01%	767
2019 Q2	$1.48K	Hold	50	–	–	﹤0.01%	765
2019 Q1	$1.38K	Buy	+50	New	+$1.28K	﹤0.01%	760

Other funds holding FINX

Jane Street New York $777B AUM 61.18% 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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 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

Anchor Investment Management's FINX Position: Q4 2022 in Review

Anchor Investment Management sold out of Global X FinTech ETF (FINX) in Q4 2022, closing a stake of 50 shares — an estimated $1.01K sold.

Anchor Investment Management first reported a position in FINX in Q1 2019 and held it in 15 quarters. The position peaked at $2.4K in Q3 2021. 136 funds tracked by Wall St. Rank hold FINX as of Q4 2022.

Anchor Investment Management reported no remaining Global X FinTech ETF position as of Q4 2022 after selling out during the quarter.
Anchor Investment Management sold 50 Global X FinTech ETF shares in Q4 2022, an estimated $1.01K.
Anchor Investment Management first reported a position in Global X FinTech ETF in Q1 2019 and held it in 15 quarters.
Anchor Investment Management's Global X FinTech ETF position peaked at $2.4K in Q3 2021.
136 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2022.

Based on Anchor Investment Management's 13F filing for Q4 2022, filed 2 Jan 2024.