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

Baystate 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
2023 Q4	$28.2K	Hold	1,103	–	–	﹤0.01%	492
2023 Q3	$22.2K	Buy	1,103 +594	+117%	+$13.2K	﹤0.01%	459
2023 Q2	$11.2K	Buy	509 +120	+31%	+$2.5K	﹤0.01%	549
2023 Q1	$8.11K	Hold	389	–	–	﹤0.01%	597
2022 Q4	$7K	Hold	389	–	–	﹤0.01%	642
2022 Q3	$8K	Buy	389 +1	+0.3%	+$24	﹤0.01%	576
2022 Q2	$8K	Hold	388	–	–	﹤0.01%	602
2022 Q1	$12K	Buy	388 +113	+41%	+$3.7K	﹤0.01%	541
2021 Q4	$11K	Hold	275	–	–	﹤0.01%	557
2021 Q3	$13K	Hold	275	–	–	﹤0.01%	493
2021 Q2	$13K	Buy	+275	New	+$12.6K	﹤0.01%	479

Other funds holding FINX

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BFA

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

Baystate Wealth Management's FINX Position: Q4 2023 in Review

Baystate Wealth Management held its Global X FinTech ETF (FINX) position steady in Q4 2023 at 1,103 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

Baystate Wealth Management first reported a position in FINX in Q2 2021 and has held it in 11 quarters since. 113 funds tracked by Wall St. Rank hold FINX as of Q4 2023.

Baystate Wealth Management held 1,103 shares of Global X FinTech ETF worth $28.2K as of Q4 2023.
Baystate Wealth Management left its Global X FinTech ETF share count unchanged in Q4 2023.
Global X FinTech ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #492 holding.
Baystate Wealth Management first reported a position in Global X FinTech ETF in Q2 2021 and has held it in 11 quarters since.
113 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.