Clean Yield Group’s Global X FinTech ETF FINX Stock Holding History

Clean Yield Group’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
2022 Q1	–	Sell	-375	Closed	-$15K	–	480
2021 Q4	$15K	Hold	375	–	–	﹤0.01%	344
2021 Q3	$18K	Hold	375	–	–	0.01%	328
2021 Q2	$18K	Buy	+375	New	+$17.2K	0.01%	326
2021 Q1	–	Sell	-375	Closed	-$18K	–	225
2020 Q4	$18K	Buy	+375	New	+$15.6K	0.01%	314

Other funds holding FINX

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clean Yield Group's FINX Position: Q1 2022 in Review

Clean Yield Group sold out of Global X FinTech ETF (FINX) in Q1 2022, closing a stake of 375 shares — an estimated $15K sold.

Clean Yield Group first reported a position in FINX in Q4 2020 and held it in 4 quarters. The position peaked at $18K in Q3 2021. 149 funds tracked by Wall St. Rank hold FINX as of Q1 2022.

Clean Yield Group reported no remaining Global X FinTech ETF position as of Q1 2022 after selling out during the quarter.
Clean Yield Group sold 375 Global X FinTech ETF shares in Q1 2022, an estimated $15K.
Clean Yield Group first reported a position in Global X FinTech ETF in Q4 2020 and held it in 4 quarters.
Clean Yield Group's Global X FinTech ETF position peaked at $18K in Q3 2021.
149 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2022.

Based on Clean Yield Group's 13F filing for Q1 2022, filed 25 Apr 2022.