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Beck Capital Management’s Global X FinTech ETF FINX Stock Holding History

Beck Capital 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
2020
Q1 		– Sell
-106,901
Closed -$3.25M – 81
2019
Q4 		$3.25M Buy
+106,901
New +$3.13M 1.59% 27

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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Beck Capital Management's FINX Position: Q1 2020 in Review

Beck Capital Management sold out of Global X FinTech ETF (FINX) in Q1 2020, closing a stake of 106,901 shares — an estimated $3.25M sold.

Beck Capital Management first reported a position in FINX in Q4 2019 and held it in 1 quarter. The position peaked at $3.25M in Q4 2019. 63 funds tracked by Wall St. Rank hold FINX as of Q1 2020.

  • Beck Capital Management reported no remaining Global X FinTech ETF position as of Q1 2020 after selling out during the quarter.
  • Beck Capital Management sold 106,901 Global X FinTech ETF shares in Q1 2020, an estimated $3.25M.
  • Beck Capital Management first reported a position in Global X FinTech ETF in Q4 2019 and held it in 1 quarter.
  • Beck Capital Management's Global X FinTech ETF position peaked at $3.25M in Q4 2019.
  • 63 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2020.

Based on Beck Capital Management's 13F filing for Q1 2020, filed 15 May 2020.