HWA
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HCR Wealth Advisors’s Global X FinTech ETF FINX Stock Holding History

HCR Wealth 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
-4,461
Closed -$214K – 204
2021
Q3 		$214K Buy
4,461
+115
+3% +$5.63K 0.04% 185
2021
Q2 		$207K Buy
+4,346
New +$200K 0.04% 183

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

HCR Wealth Advisors's FINX Position: Q4 2021 in Review

HCR Wealth Advisors sold out of Global X FinTech ETF (FINX) in Q4 2021, closing a stake of 4,461 shares — an estimated $214K sold.

HCR Wealth Advisors first reported a position in FINX in Q2 2021 and held it in 2 quarters. The position peaked at $214K in Q3 2021. 189 funds tracked by Wall St. Rank hold FINX as of Q4 2021.

  • HCR Wealth Advisors reported no remaining Global X FinTech ETF position as of Q4 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 4,461 Global X FinTech ETF shares in Q4 2021, an estimated $214K.
  • HCR Wealth Advisors first reported a position in Global X FinTech ETF in Q2 2021 and held it in 2 quarters.
  • HCR Wealth Advisors's Global X FinTech ETF position peaked at $214K in Q3 2021.
  • 189 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2021.

Based on HCR Wealth Advisors's 13F filing for Q4 2021, filed 4 Feb 2022.