JWM
GENZ

Jessup Wealth Management’s VanEck Digital Native Economy ETF GENZ Stock Holding History

Jessup Wealth Management’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
2023
Q3 		– Sell
-6,185
Closed -$277K – 58
2023
Q2 		$277K Sell
6,185
-1,110
-15% -$49.8K 0.15% 53
2023
Q1 		$324K Buy
+7,295
New +$313K 0.19% 55

Other funds holding GENZ

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jessup Wealth Management's GENZ Position: Q3 2023 in Review

Jessup Wealth Management sold out of VanEck Digital Native Economy ETF (GENZ) in Q3 2023, closing a stake of 6,185 shares — an estimated $277K sold.

Jessup Wealth Management first reported a position in GENZ in Q1 2023 and held it in 2 quarters. The position peaked at $324K in Q1 2023. 36 funds tracked by Wall St. Rank hold GENZ as of Q3 2023.

  • Jessup Wealth Management reported no remaining VanEck Digital Native Economy ETF position as of Q3 2023 after selling out during the quarter.
  • Jessup Wealth Management sold 6,185 VanEck Digital Native Economy ETF shares in Q3 2023, an estimated $277K.
  • Jessup Wealth Management first reported a position in VanEck Digital Native Economy ETF in Q1 2023 and held it in 2 quarters.
  • Jessup Wealth Management's VanEck Digital Native Economy ETF position peaked at $324K in Q1 2023.
  • 36 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q3 2023.

Based on Jessup Wealth Management's 13F filing for Q3 2023, filed 25 Oct 2023.