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Kings Point Capital Management’s Global X Social Media ETF SOCL Stock Holding History

Kings Point Capital Management’s Portfolio SOCL Stock Details SOCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,016
Closed -$50K – 511
2020
Q3 		$50K Hold
1,016
– – 0.01% 314
2020
Q2 		$44K Hold
1,016
– – 0.01% 291
2020
Q1 		$30K Hold
1,016
– – 0.01% 331
2019
Q4 		$35K Buy
+1,016
New +$33.2K 0.01% 360

Other funds holding SOCL

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Kings Point Capital Management's SOCL Position: Q4 2020 in Review

Kings Point Capital Management sold out of Global X Social Media ETF (SOCL) in Q4 2020, closing a stake of 1,016 shares — an estimated $50K sold.

Kings Point Capital Management first reported a position in SOCL in Q4 2019 and held it in 4 quarters. The position peaked at $50K in Q3 2020. 75 funds tracked by Wall St. Rank hold SOCL as of Q4 2020.

  • Kings Point Capital Management reported no remaining Global X Social Media ETF position as of Q4 2020 after selling out during the quarter.
  • Kings Point Capital Management sold 1,016 Global X Social Media ETF shares in Q4 2020, an estimated $50K.
  • Kings Point Capital Management first reported a position in Global X Social Media ETF in Q4 2019 and held it in 4 quarters.
  • Kings Point Capital Management's Global X Social Media ETF position peaked at $50K in Q3 2020.
  • 75 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q4 2020.

Based on Kings Point Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.