Haverford Trust Company’s Global X FinTech ETF FINX Stock Holding History

Haverford Trust Company’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
2023 Q2	–	Sell	-13,372	Closed	-$278K	–	368
2023 Q1	$278K	Buy	+13,372	New	+$281K	﹤0.01%	323

Other funds holding FINX

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Haverford Trust Company's FINX Position: Q2 2023 in Review

Haverford Trust Company sold out of Global X FinTech ETF (FINX) in Q2 2023, closing a stake of 13,372 shares — an estimated $278K sold.

Haverford Trust Company first reported a position in FINX in Q1 2023 and held it in 1 quarter. The position peaked at $278K in Q1 2023. 114 funds tracked by Wall St. Rank hold FINX as of Q2 2023.

Haverford Trust Company reported no remaining Global X FinTech ETF position as of Q2 2023 after selling out during the quarter.
Haverford Trust Company sold 13,372 Global X FinTech ETF shares in Q2 2023, an estimated $278K.
Haverford Trust Company first reported a position in Global X FinTech ETF in Q1 2023 and held it in 1 quarter.
Haverford Trust Company's Global X FinTech ETF position peaked at $278K in Q1 2023.
114 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2023.

Based on Haverford Trust Company's 13F filing for Q2 2023, filed 8 Aug 2023.