Bank Julius Baer & Co’s Global X FinTech ETF FINX Stock Holding History

Bank Julius Baer & Co’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
2023 Q3	–	Sell	-2,061	Closed	-$45K	–	533
2023 Q2	$45K	Sell	2,061 -39	-2%	-$814	﹤0.01%	501
2023 Q1	$44K	Hold	2,100	–	–	﹤0.01%	518
2022 Q4	$40K	Buy	2,100 +33	+2%	+$665	﹤0.01%	514
2022 Q3	$42K	Sell	2,067 -33	-2%	-$778	﹤0.01%	509
2022 Q2	$45K	Sell	2,100 -18,900	-90%	-$484K	﹤0.01%	528
2022 Q1	$672K	Buy	21,000 +18,900	+900%	+$618K	﹤0.01%	321
2021 Q4	$84K	Sell	2,100 -21,500	-91%	-$1.02M	﹤0.01%	616
2021 Q3	$1.13M	Hold	23,600	–	–	0.01%	319
2021 Q2	$1.13M	Buy	23,600 +2,100	+10%	+$96.4K	0.01%	335
2021 Q1	$949K	Buy	21,500 +498	+2%	+$23.4K	0.01%	350
2020 Q4	$981K	Buy	21,002 +2	+0%	+$83	0.01%	355
2020 Q3	$797K	Hold	21,000	–	–	0.01%	319
2020 Q2	$698K	Sell	21,000 -4	-0%	-$119	0.01%	315
2020 Q1	$507K	Buy	+21,004	New	+$624K	0.01%	312

Other funds holding FINX

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

BFA

BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SAS

Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return

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

Bank Julius Baer & Co's FINX Position: Q3 2023 in Review

Bank Julius Baer & Co sold out of Global X FinTech ETF (FINX) in Q3 2023, closing a stake of 2,061 shares — an estimated $45K sold.

Bank Julius Baer & Co first reported a position in FINX in Q1 2020 and held it in 14 quarters. The position peaked at $1.13M in Q3 2021. 104 funds tracked by Wall St. Rank hold FINX as of Q3 2023.

Bank Julius Baer & Co reported no remaining Global X FinTech ETF position as of Q3 2023 after selling out during the quarter.
Bank Julius Baer & Co sold 2,061 Global X FinTech ETF shares in Q3 2023, an estimated $45K.
Bank Julius Baer & Co first reported a position in Global X FinTech ETF in Q1 2020 and held it in 14 quarters.
Bank Julius Baer & Co's Global X FinTech ETF position peaked at $1.13M in Q3 2021.
104 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2023.

Based on Bank Julius Baer & Co's 13F filing for Q3 2023, filed 13 Nov 2023.