Arax Advisory Partners’s Global X FinTech ETF FINX Stock Holding History

Arax Advisory Partners’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 Q4	–	Sell	-4,425	Closed	-$212K	–	1153
2021 Q3	$212K	Hold	4,425	–	–	0.03%	227
2021 Q2	$211K	Buy	+4,425	New	+$203K	0.03%	230

Other funds holding FINX

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

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

MFS

Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

Arax Advisory Partners's FINX Position: Q4 2021 in Review

Arax Advisory Partners sold out of Global X FinTech ETF (FINX) in Q4 2021, closing a stake of 4,425 shares — an estimated $212K sold.

Arax Advisory Partners first reported a position in FINX in Q2 2021 and held it in 2 quarters. The position peaked at $212K in Q3 2021. 189 funds tracked by Wall St. Rank hold FINX as of Q4 2021.

Arax Advisory Partners reported no remaining Global X FinTech ETF position as of Q4 2021 after selling out during the quarter.
Arax Advisory Partners sold 4,425 Global X FinTech ETF shares in Q4 2021, an estimated $212K.
Arax Advisory Partners first reported a position in Global X FinTech ETF in Q2 2021 and held it in 2 quarters.
Arax Advisory Partners's Global X FinTech ETF position peaked at $212K in Q3 2021.
189 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2021.

Based on Arax Advisory Partners's 13F filing for Q4 2021, filed 8 Feb 2022.