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Cedar Wealth Management’s Global X FinTech ETF FINX Stock Holding History

Cedar Wealth 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
2021
Q3 		– Sell
-2,816
Closed -$134K – 270
2021
Q2 		$134K Buy
2,816
+100
+4% +$4.59K 0.06% 127
2021
Q1 		$120K Buy
+2,716
New +$128K 0.06% 117

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LPL Financial
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Wells Fargo
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BWFA
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Cedar Wealth Management's FINX Position: Q3 2021 in Review

Cedar Wealth Management sold out of Global X FinTech ETF (FINX) in Q3 2021, closing a stake of 2,816 shares — an estimated $134K sold.

Cedar Wealth Management first reported a position in FINX in Q1 2021 and held it in 2 quarters. The position peaked at $134K in Q2 2021. 166 funds tracked by Wall St. Rank hold FINX as of Q3 2021.

  • Cedar Wealth Management reported no remaining Global X FinTech ETF position as of Q3 2021 after selling out during the quarter.
  • Cedar Wealth Management sold 2,816 Global X FinTech ETF shares in Q3 2021, an estimated $134K.
  • Cedar Wealth Management first reported a position in Global X FinTech ETF in Q1 2021 and held it in 2 quarters.
  • Cedar Wealth Management's Global X FinTech ETF position peaked at $134K in Q2 2021.
  • 166 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2021.

Based on Cedar Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.