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Laird Norton Wetherby Wealth Management’s Global X FinTech ETF FINX Stock Holding History

Laird Norton Wetherby Wealth Management’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
Q4 		– Sell
-4,837
Closed -$232K – 939
2021
Q3 		$232K Buy
+4,837
New +$237K 0.01% 808

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's FINX Position: Q4 2021 in Review

Laird Norton Wetherby Wealth Management sold out of Global X FinTech ETF (FINX) in Q4 2021, closing a stake of 4,837 shares — an estimated $232K sold.

Laird Norton Wetherby Wealth Management first reported a position in FINX in Q3 2021 and held it in 1 quarter. The position peaked at $232K in Q3 2021. 189 funds tracked by Wall St. Rank hold FINX as of Q4 2021.

  • Laird Norton Wetherby Wealth Management reported no remaining Global X FinTech ETF position as of Q4 2021 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 4,837 Global X FinTech ETF shares in Q4 2021, an estimated $232K.
  • Laird Norton Wetherby Wealth Management first reported a position in Global X FinTech ETF in Q3 2021 and held it in 1 quarter.
  • Laird Norton Wetherby Wealth Management's Global X FinTech ETF position peaked at $232K in Q3 2021.
  • 189 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2021.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.