HPC
POTX

HM Payson & Co’s Global X Cannabis ETF POTX Stock Holding History

HM Payson & Co’s Portfolio POTX Stock Details POTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-6
Closed – – 1020
2022
Q3 		$0 Hold
6
– – ﹤0.01% 1116
2022
Q2 		$0 Sell
6
-1
-14% -$23 ﹤0.01% 1185
2022
Q1 		$0 Hold
7
– – ﹤0.01% 1185
2021
Q4 		$0 Hold
7
– – ﹤0.01% 1199
2021
Q3 		$0 Hold
7
– – ﹤0.01% 1148
2021
Q2 		$1K Hold
7
– – ﹤0.01% 1081
2021
Q1 		$1K Buy
+7
New +$695 ﹤0.01% 1120

Other funds holding POTX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HM Payson & Co's POTX Position: Q4 2022 in Review

HM Payson & Co sold out of Global X Cannabis ETF (POTX) in Q4 2022, closing a stake of 6 shares.

HM Payson & Co first reported a position in POTX in Q1 2021 and held it in 7 quarters. The position peaked at $1K in Q2 2021. 41 funds tracked by Wall St. Rank hold POTX as of Q4 2022.

  • HM Payson & Co reported no remaining Global X Cannabis ETF position as of Q4 2022 after selling out during the quarter.
  • HM Payson & Co sold 6 Global X Cannabis ETF shares in Q4 2022.
  • HM Payson & Co first reported a position in Global X Cannabis ETF in Q1 2021 and held it in 7 quarters.
  • HM Payson & Co's Global X Cannabis ETF position peaked at $1K in Q2 2021.
  • 41 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q4 2022.

Based on HM Payson & Co's 13F filing for Q4 2022, filed 6 Feb 2023.