EFS
FINX icon

Essex Financial Services’s Global X FinTech ETF FINX Stock Holding History

Essex Financial Services’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
Q4 		– Sell
-4,886
Closed -$235K – 504
2021
Q3 		$235K Hold
4,886
– – 0.03% 405
2021
Q2 		$233K Buy
+4,886
New +$224K 0.03% 393

Other funds holding FINX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

Essex Financial Services's FINX Position: Q4 2021 in Review

Essex Financial Services sold out of Global X FinTech ETF (FINX) in Q4 2021, closing a stake of 4,886 shares — an estimated $235K sold.

Essex Financial Services first reported a position in FINX in Q2 2021 and held it in 2 quarters. The position peaked at $235K in Q3 2021. 189 funds tracked by Wall St. Rank hold FINX as of Q4 2021.

  • Essex Financial Services reported no remaining Global X FinTech ETF position as of Q4 2021 after selling out during the quarter.
  • Essex Financial Services sold 4,886 Global X FinTech ETF shares in Q4 2021, an estimated $235K.
  • Essex Financial Services first reported a position in Global X FinTech ETF in Q2 2021 and held it in 2 quarters.
  • Essex Financial Services's Global X FinTech ETF position peaked at $235K in Q3 2021.
  • 189 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2021.

Based on Essex Financial Services's 13F filing for Q4 2021, filed 11 Feb 2022.