CI
GENZ

Cavalier Investments’s VanEck Digital Native Economy ETF GENZ Stock Holding History

Cavalier Investments’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
2021
Q4 		– Sell
-112,497
Closed -$5.43M – 100
2021
Q3 		$5.43M Buy
112,497
+20,550
+22% +$1.03M 1.71% 19
2021
Q2 		$4.87M Buy
91,947
+31,389
+52% +$1.7M 1.76% 18
2021
Q1 		$3.25M Buy
+60,558
New +$3.1M 1.41% 18

Other funds holding GENZ

CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cavalier Investments's GENZ Position: Q4 2021 in Review

Cavalier Investments sold out of VanEck Digital Native Economy ETF (GENZ) in Q4 2021, closing a stake of 112,497 shares — an estimated $5.43M sold.

Cavalier Investments first reported a position in GENZ in Q1 2021 and held it in 3 quarters. The position peaked at $5.43M in Q3 2021. 44 funds tracked by Wall St. Rank hold GENZ as of Q4 2021.

  • Cavalier Investments reported no remaining VanEck Digital Native Economy ETF position as of Q4 2021 after selling out during the quarter.
  • Cavalier Investments sold 112,497 VanEck Digital Native Economy ETF shares in Q4 2021, an estimated $5.43M.
  • Cavalier Investments first reported a position in VanEck Digital Native Economy ETF in Q1 2021 and held it in 3 quarters.
  • Cavalier Investments's VanEck Digital Native Economy ETF position peaked at $5.43M in Q3 2021.
  • 44 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q4 2021.

Based on Cavalier Investments's 13F filing for Q4 2021, filed 2 Feb 2022.