CP
GENZ

Castleview Partners’s VanEck Digital Native Economy ETF GENZ Stock Holding History

Castleview Partners’s Portfolio GENZ Stock Details GENZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-60
Closed -$2K – 765
2022
Q1 		$2K Buy
+60
New +$2.49K ﹤0.01% 631

Other funds holding GENZ

CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LSA
Lion Street Advisors Austin, Texas $289M AUM 3.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Castleview Partners's GENZ Position: Q2 2022 in Review

Castleview Partners sold out of VanEck Digital Native Economy ETF (GENZ) in Q2 2022, closing a stake of 60 shares — an estimated $2K sold.

Castleview Partners first reported a position in GENZ in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 38 funds tracked by Wall St. Rank hold GENZ as of Q2 2022.

  • Castleview Partners reported no remaining VanEck Digital Native Economy ETF position as of Q2 2022 after selling out during the quarter.
  • Castleview Partners sold 60 VanEck Digital Native Economy ETF shares in Q2 2022, an estimated $2K.
  • Castleview Partners first reported a position in VanEck Digital Native Economy ETF in Q1 2022 and held it in 1 quarter.
  • Castleview Partners's VanEck Digital Native Economy ETF position peaked at $2K in Q1 2022.
  • 38 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q2 2022.

Based on Castleview Partners's 13F filing for Q2 2022, filed 16 Aug 2022.