Carroll Financial Associates’s Global X FinTech ETF FINX Stock Holding History

Carroll Financial Associates’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 Q4	$43K	Hold	1,000	–	–	﹤0.01%	762
2021 Q3	$48K	Hold	1,000	–	–	﹤0.01%	748
2021 Q2	$47K	Hold	1,000	–	–	﹤0.01%	832
2021 Q1	$44K	Sell	1,000 -490	-33%	-$23K	﹤0.01%	800
2020 Q4	$69K	Hold	1,490	–	–	﹤0.01%	609
2020 Q3	$56K	Hold	1,490	–	–	﹤0.01%	625
2020 Q2	$49K	Buy	+1,490	New	+$44.2K	﹤0.01%	663
2020 Q1	–	Sell	-1,755	Closed	-$52.2K	–	1519
2019 Q4	$53K	Buy	+1,755	New	+$51.4K	﹤0.01%	636
2019 Q3	–	Sell	-197	Closed	-$5K	–	1577
2019 Q2	$5K	Sell	197 -300	-60%	-$8.57K	﹤0.01%	1191
2019 Q1	$13K	Hold	497	–	–	﹤0.01%	867
2018 Q4	$11K	Hold	497	–	–	﹤0.01%	824
2018 Q3	$14K	Hold	497	–	–	﹤0.01%	810
2018 Q2	$12K	Hold	497	–	–	﹤0.01%	808
2018 Q1	$11K	Buy	+497	New	+$11.7K	﹤0.01%	808

Other funds holding FINX

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

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

MFS

Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

Carroll Financial Associates's FINX Position: Q4 2021 in Review

Carroll Financial Associates held its Global X FinTech ETF (FINX) position steady in Q4 2021 at 1,000 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #762.

Carroll Financial Associates first reported a position in FINX in Q1 2018 and has held it in 14 quarters since. The position peaked at $69K in Q4 2020. 189 funds tracked by Wall St. Rank hold FINX as of Q4 2021.

Carroll Financial Associates held 1,000 shares of Global X FinTech ETF worth $43K as of Q4 2021.
Carroll Financial Associates left its Global X FinTech ETF share count unchanged in Q4 2021.
Global X FinTech ETF made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #762 holding.
Carroll Financial Associates first reported a position in Global X FinTech ETF in Q1 2018 and has held it in 14 quarters since.
Carroll Financial Associates's Global X FinTech ETF position peaked at $69K in Q4 2020.
189 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.