HFS
GENZ

Howard Financial Services’s VanEck Digital Native Economy ETF GENZ Stock Holding History

Howard Financial Services’s Portfolio GENZ Stock Details GENZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5,031
Closed -$244K – 136
2021
Q3 		$244K Sell
5,031
-1,190
-19% -$59.4K 0.09% 103
2021
Q2 		$330K Buy
6,221
+1,185
+24% +$64.2K 0.13% 85
2021
Q1 		$269K Buy
+5,036
New +$258K 0.12% 97

Other funds holding GENZ

CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Howard Financial Services's GENZ Position: Q4 2021 in Review

Howard Financial Services sold out of VanEck Digital Native Economy ETF (GENZ) in Q4 2021, closing a stake of 5,031 shares — an estimated $244K sold.

Howard Financial Services first reported a position in GENZ in Q1 2021 and held it in 3 quarters. The position peaked at $330K in Q2 2021. 44 funds tracked by Wall St. Rank hold GENZ as of Q4 2021.

  • Howard Financial Services reported no remaining VanEck Digital Native Economy ETF position as of Q4 2021 after selling out during the quarter.
  • Howard Financial Services sold 5,031 VanEck Digital Native Economy ETF shares in Q4 2021, an estimated $244K.
  • Howard Financial Services first reported a position in VanEck Digital Native Economy ETF in Q1 2021 and held it in 3 quarters.
  • Howard Financial Services's VanEck Digital Native Economy ETF position peaked at $330K in Q2 2021.
  • 44 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q4 2021.

Based on Howard Financial Services's 13F filing for Q4 2021, filed 27 Jan 2022.