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Avory & Company’s Global X Social Media ETF SOCL Stock Holding History

Avory & Company’s Portfolio SOCL Stock Details SOCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-12,937
Closed -$401K – 29
2022
Q4 		$401K Buy
+12,937
New +$368K 0.32% 21

Other funds holding SOCL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Avory & Company's SOCL Position: Q1 2023 in Review

Avory & Company sold out of Global X Social Media ETF (SOCL) in Q1 2023, closing a stake of 12,937 shares — an estimated $401K sold.

Avory & Company first reported a position in SOCL in Q4 2022 and held it in 1 quarter. The position peaked at $401K in Q4 2022. 54 funds tracked by Wall St. Rank hold SOCL as of Q1 2023.

  • Avory & Company reported no remaining Global X Social Media ETF position as of Q1 2023 after selling out during the quarter.
  • Avory & Company sold 12,937 Global X Social Media ETF shares in Q1 2023, an estimated $401K.
  • Avory & Company first reported a position in Global X Social Media ETF in Q4 2022 and held it in 1 quarter.
  • Avory & Company's Global X Social Media ETF position peaked at $401K in Q4 2022.
  • 54 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q1 2023.

Based on Avory & Company's 13F filing for Q1 2023, filed 3 May 2023.