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Halpern Financial’s Global X FinTech ETF FINX Stock Holding History

Halpern Financial’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
-155
Closed -$3.74K – 227
2023
Q4 		$3.74K Buy
+155
New +$3.33K ﹤0.01% 215

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

Halpern Financial's FINX Position: Q1 2024 in Review

Halpern Financial sold out of Global X FinTech ETF (FINX) in Q1 2024, closing a stake of 155 shares — an estimated $3.74K sold.

Halpern Financial first reported a position in FINX in Q4 2023 and held it in 1 quarter. The position peaked at $3.74K in Q4 2023. 107 funds tracked by Wall St. Rank hold FINX as of Q1 2024.

  • Halpern Financial reported no remaining Global X FinTech ETF position as of Q1 2024 after selling out during the quarter.
  • Halpern Financial sold 155 Global X FinTech ETF shares in Q1 2024, an estimated $3.74K.
  • Halpern Financial first reported a position in Global X FinTech ETF in Q4 2023 and held it in 1 quarter.
  • Halpern Financial's Global X FinTech ETF position peaked at $3.74K in Q4 2023.
  • 107 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2024.

Based on Halpern Financial's 13F filing for Q1 2024, filed 9 Apr 2024.