Credit Suisse’s Global X FinTech ETF FINX Stock Holding History

Credit Suisse’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	-10,830	Closed	-$218K	–	3091
2023 Q3	$218K	Buy	+10,830	New	+$240K	﹤0.01%	3011
2023 Q1	–	Sell	-1,962	Closed	-$37.8K	–	3429
2022 Q4	$37.8K	Hold	1,962	–	–	﹤0.01%	3428
2022 Q3	$40K	Hold	1,962	–	–	﹤0.01%	3550
2022 Q2	$42K	Buy	+1,962	New	+$50.2K	﹤0.01%	3648
2020 Q1	–	Sell	-19,875	Closed	-$604K	–	4060
2019 Q4	$604K	Buy	+19,875	New	+$582K	﹤0.01%	3451

Other funds holding FINX

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

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

SAS

Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFA

BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return

Credit Suisse's FINX Position: Q4 2023 in Review

Credit Suisse sold out of Global X FinTech ETF (FINX) in Q4 2023, closing a stake of 10,830 shares — an estimated $218K sold.

Credit Suisse first reported a position in FINX in Q4 2019 and held it in 5 quarters. The position peaked at $604K in Q4 2019. 113 funds tracked by Wall St. Rank hold FINX as of Q4 2023.

Credit Suisse reported no remaining Global X FinTech ETF position as of Q4 2023 after selling out during the quarter.
Credit Suisse sold 10,830 Global X FinTech ETF shares in Q4 2023, an estimated $218K.
Credit Suisse first reported a position in Global X FinTech ETF in Q4 2019 and held it in 5 quarters.
Credit Suisse's Global X FinTech ETF position peaked at $604K in Q4 2019.
113 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2023.

Based on Credit Suisse's 13F filing for Q4 2023, filed 8 Feb 2024.