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Camelot Portfolios’s Global X FinTech ETF FINX Stock Holding History

Camelot Portfolios’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
2021
Q3 		– Sell
-8,718
Closed -$416K – 236
2021
Q2 		$416K Sell
8,718
-18,511
-68% -$850K 0.17% 162
2021
Q1 		$1.2M Sell
27,229
-4,911
-15% -$231K 0.5% 61
2020
Q4 		$1.5M Buy
32,140
+1,962
+7% +$81.8K 0.78% 34
2020
Q3 		$1.15M Buy
+30,178
New +$1.1M 0.72% 41

Other funds holding FINX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Camelot Portfolios's FINX Position: Q3 2021 in Review

Camelot Portfolios sold out of Global X FinTech ETF (FINX) in Q3 2021, closing a stake of 8,718 shares — an estimated $416K sold.

Camelot Portfolios first reported a position in FINX in Q3 2020 and held it in 4 quarters. The position peaked at $1.5M in Q4 2020. 166 funds tracked by Wall St. Rank hold FINX as of Q3 2021.

  • Camelot Portfolios reported no remaining Global X FinTech ETF position as of Q3 2021 after selling out during the quarter.
  • Camelot Portfolios sold 8,718 Global X FinTech ETF shares in Q3 2021, an estimated $416K.
  • Camelot Portfolios first reported a position in Global X FinTech ETF in Q3 2020 and held it in 4 quarters.
  • Camelot Portfolios's Global X FinTech ETF position peaked at $1.5M in Q4 2020.
  • 166 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2021.

Based on Camelot Portfolios's 13F filing for Q3 2021, filed 4 Nov 2021.