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Avitas Wealth Management’s Global X FinTech ETF FINX Stock Holding History

Avitas Wealth 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
Q1 		– Sell
-6,044
Closed -$242K – 200
2021
Q4 		$242K Sell
6,044
-139
-2% -$6.58K 0.04% 175
2021
Q3 		$297K Sell
6,183
-82
-1% -$4.01K 0.05% 183
2021
Q2 		$299K Buy
6,265
+65
+1% +$2.98K 0.05% 189
2021
Q1 		$274K Sell
6,200
-1,287
-17% -$60.5K 0.05% 202
2020
Q4 		$350K Buy
+7,487
New +$312K 0.07% 194

Other funds holding FINX

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Avitas Wealth Management's FINX Position: Q1 2022 in Review

Avitas Wealth Management sold out of Global X FinTech ETF (FINX) in Q1 2022, closing a stake of 6,044 shares — an estimated $242K sold.

Avitas Wealth Management first reported a position in FINX in Q4 2020 and held it in 5 quarters. The position peaked at $350K in Q4 2020. 149 funds tracked by Wall St. Rank hold FINX as of Q1 2022.

  • Avitas Wealth Management reported no remaining Global X FinTech ETF position as of Q1 2022 after selling out during the quarter.
  • Avitas Wealth Management sold 6,044 Global X FinTech ETF shares in Q1 2022, an estimated $242K.
  • Avitas Wealth Management first reported a position in Global X FinTech ETF in Q4 2020 and held it in 5 quarters.
  • Avitas Wealth Management's Global X FinTech ETF position peaked at $350K in Q4 2020.
  • 149 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2022.

Based on Avitas Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.