FA
GENZ

Fiduciary Alliance’s VanEck Digital Native Economy ETF GENZ Stock Holding History

Fiduciary Alliance’s Portfolio GENZ Stock Details GENZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,138
Closed -$50.9K – 249
2023
Q2 		$50.9K Buy
+1,138
New +$51.1K 0.01% 317
2023
Q1 		– Sell
-1,138
Closed -$43.9K – 224
2022
Q4 		$43.9K Buy
+1,138
New +$42.2K 0.01% 233

Other funds holding GENZ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fiduciary Alliance's GENZ Position: Q3 2023 in Review

Fiduciary Alliance sold out of VanEck Digital Native Economy ETF (GENZ) in Q3 2023, closing a stake of 1,138 shares — an estimated $50.9K sold.

Fiduciary Alliance first reported a position in GENZ in Q4 2022 and held it in 2 quarters. The position peaked at $50.9K in Q2 2023. 36 funds tracked by Wall St. Rank hold GENZ as of Q3 2023.

  • Fiduciary Alliance reported no remaining VanEck Digital Native Economy ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 1,138 VanEck Digital Native Economy ETF shares in Q3 2023, an estimated $50.9K.
  • Fiduciary Alliance first reported a position in VanEck Digital Native Economy ETF in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's VanEck Digital Native Economy ETF position peaked at $50.9K in Q2 2023.
  • 36 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.