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Compass Ion Advisors’s Global X FinTech ETF FINX Stock Holding History

Compass Ion Advisors’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
2023
Q4 		– Sell
-10,794
Closed -$217K – 230
2023
Q3 		$217K Buy
+10,794
New +$239K 0.04% 211

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Compass Ion Advisors's FINX Position: Q4 2023 in Review

Compass Ion Advisors sold out of Global X FinTech ETF (FINX) in Q4 2023, closing a stake of 10,794 shares — an estimated $217K sold.

Compass Ion Advisors first reported a position in FINX in Q3 2023 and held it in 1 quarter. The position peaked at $217K in Q3 2023. 113 funds tracked by Wall St. Rank hold FINX as of Q4 2023.

  • Compass Ion Advisors reported no remaining Global X FinTech ETF position as of Q4 2023 after selling out during the quarter.
  • Compass Ion Advisors sold 10,794 Global X FinTech ETF shares in Q4 2023, an estimated $217K.
  • Compass Ion Advisors first reported a position in Global X FinTech ETF in Q3 2023 and held it in 1 quarter.
  • Compass Ion Advisors's Global X FinTech ETF position peaked at $217K in Q3 2023.
  • 113 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2023.

Based on Compass Ion Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.