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James Investment Research’s Global X FinTech ETF FINX Stock Holding History

James Investment Research’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
Q1 		– Sell
-600
Closed -$28K – 508
2020
Q4 		$28K Buy
+600
New +$25K ﹤0.01% 425

Other funds holding FINX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

James Investment Research's FINX Position: Q1 2021 in Review

James Investment Research sold out of Global X FinTech ETF (FINX) in Q1 2021, closing a stake of 600 shares — an estimated $28K sold.

James Investment Research first reported a position in FINX in Q4 2020 and held it in 1 quarter. The position peaked at $28K in Q4 2020. 148 funds tracked by Wall St. Rank hold FINX as of Q1 2021.

  • James Investment Research reported no remaining Global X FinTech ETF position as of Q1 2021 after selling out during the quarter.
  • James Investment Research sold 600 Global X FinTech ETF shares in Q1 2021, an estimated $28K.
  • James Investment Research first reported a position in Global X FinTech ETF in Q4 2020 and held it in 1 quarter.
  • James Investment Research's Global X FinTech ETF position peaked at $28K in Q4 2020.
  • 148 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2021.

Based on James Investment Research's 13F filing for Q1 2021, filed 22 Apr 2021.