FCH
BFIT

Freestone Capital Holdings’s Global X Funds Global X Health & Wellness ETF BFIT Stock Holding History

Freestone Capital Holdings’s Portfolio BFIT Stock Details BFIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,245
Closed -$31.8K – 1201
2020
Q4 		$31.8K Hold
1,245
– – ﹤0.01% 653
2020
Q3 		$27.3K Buy
+1,245
New +$26.3K ﹤0.01% 593

Other funds holding BFIT

PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Freestone Capital Holdings's BFIT Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Global X Funds Global X Health & Wellness ETF (BFIT) in Q1 2021, closing a stake of 1,245 shares — an estimated $31.8K sold.

Freestone Capital Holdings first reported a position in BFIT in Q3 2020 and held it in 2 quarters. The position peaked at $31.8K in Q4 2020. 8 funds tracked by Wall St. Rank hold BFIT as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Global X Funds Global X Health & Wellness ETF position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 1,245 Global X Funds Global X Health & Wellness ETF shares in Q1 2021, an estimated $31.8K.
  • Freestone Capital Holdings first reported a position in Global X Funds Global X Health & Wellness ETF in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Global X Funds Global X Health & Wellness ETF position peaked at $31.8K in Q4 2020.
  • 8 funds tracked by Wall St. Rank held Global X Funds Global X Health & Wellness ETF as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.