FIM
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Fernwood Investment Management’s Global X Cybersecurity ETF BUG Stock Holding History

Fernwood Investment Management’s Portfolio BUG Stock Details BUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,650
Closed -$78.8K – 260
2024
Q1 		$78.8K Buy
+2,650
New +$79.5K 0.02% 290

Other funds holding BUG

MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.37B AUM 19.97% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Fernwood Investment Management's BUG Position: Q2 2024 in Review

Fernwood Investment Management sold out of Global X Cybersecurity ETF (BUG) in Q2 2024, closing a stake of 2,650 shares — an estimated $78.8K sold.

Fernwood Investment Management first reported a position in BUG in Q1 2024 and held it in 1 quarter. The position peaked at $78.8K in Q1 2024. 168 funds tracked by Wall St. Rank hold BUG as of Q2 2024.

  • Fernwood Investment Management reported no remaining Global X Cybersecurity ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 2,650 Global X Cybersecurity ETF shares in Q2 2024, an estimated $78.8K.
  • Fernwood Investment Management first reported a position in Global X Cybersecurity ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Global X Cybersecurity ETF position peaked at $78.8K in Q1 2024.
  • 168 funds tracked by Wall St. Rank held Global X Cybersecurity ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.