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Essex LLC’s Global X FinTech ETF FINX Stock Holding History

Essex LLC’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
2024
Q1 		– Sell
-31,636
Closed -$809K – 157
2023
Q4 		$809K Sell
31,636
-30,215
-49% -$649K 0.2% 86
2023
Q3 		$1.25M Sell
61,851
-29,339
-32% -$651K 0.35% 70
2023
Q2 		$2.01M Sell
91,190
-16,355
-15% -$341K 0.56% 49
2023
Q1 		$2.07M Hold
107,545
– – 0.63% 50
2022
Q4 		$2.07M Sell
107,545
-12,046
-10% -$243K 0.63% 50
2022
Q3 		$2.42M Buy
119,591
+44,713
+60% +$1.05M 0.8% 43
2022
Q2 		$1.59M Sell
74,878
-24,730
-25% -$633K 0.49% 62
2022
Q1 		$3.19M Sell
99,608
-2,561
-3% -$83.8K 0.86% 41
2021
Q4 		$4.09M Buy
102,169
+2,730
+3% +$129K 1.09% 27
2021
Q3 		$4.78M Buy
+99,439
New +$4.86M 1.32% 24

Other funds holding FINX

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Essex LLC's FINX Position: Q1 2024 in Review

Essex LLC sold out of Global X FinTech ETF (FINX) in Q1 2024, closing a stake of 31,636 shares — an estimated $809K sold.

Essex LLC first reported a position in FINX in Q3 2021 and held it in 10 quarters. The position peaked at $4.78M in Q3 2021. 107 funds tracked by Wall St. Rank hold FINX as of Q1 2024.

  • Essex LLC reported no remaining Global X FinTech ETF position as of Q1 2024 after selling out during the quarter.
  • Essex LLC sold 31,636 Global X FinTech ETF shares in Q1 2024, an estimated $809K.
  • Essex LLC first reported a position in Global X FinTech ETF in Q3 2021 and held it in 10 quarters.
  • Essex LLC's Global X FinTech ETF position peaked at $4.78M in Q3 2021.
  • 107 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2024.

Based on Essex LLC's 13F filing for Q1 2024, filed 3 May 2024.