Flagship Harbor Advisors’s Global X FinTech ETF FINX Stock Holding History

Flagship Harbor Advisors’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	-23,416	Closed	-$1.12M	–	679
2021 Q3	$1.12M	Hold	23,416	–	–	0.12%	187
2021 Q2	$1.12M	Buy	23,416 +1,390	+6%	+$63.8K	0.12%	187
2021 Q1	$972K	Buy	+22,026	New	+$1.04M	0.11%	198
2020 Q4	–	Sell	-635	Closed	-$24K	–	933
2020 Q3	$24K	Buy	+635	New	+$23.2K	﹤0.01%	1081

Other funds holding FINX

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

Flagship Harbor Advisors's FINX Position: Q4 2021 in Review

Flagship Harbor Advisors sold out of Global X FinTech ETF (FINX) in Q4 2021, closing a stake of 23,416 shares — an estimated $1.12M sold.

Flagship Harbor Advisors first reported a position in FINX in Q3 2020 and held it in 4 quarters. The position peaked at $1.12M in Q3 2021. 189 funds tracked by Wall St. Rank hold FINX as of Q4 2021.

Flagship Harbor Advisors reported no remaining Global X FinTech ETF position as of Q4 2021 after selling out during the quarter.
Flagship Harbor Advisors sold 23,416 Global X FinTech ETF shares in Q4 2021, an estimated $1.12M.
Flagship Harbor Advisors first reported a position in Global X FinTech ETF in Q3 2020 and held it in 4 quarters.
Flagship Harbor Advisors's Global X FinTech ETF position peaked at $1.12M in Q3 2021.
189 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2021.

Based on Flagship Harbor Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.