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Lebenthal Global Advisors’s Global X FinTech ETF FINX Stock Holding History

Lebenthal Global Advisors’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
-225
Closed -$10K – 275
2020
Q4 		$10K Buy
+225
New +$9.38K 0.01% 441

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Lebenthal Global Advisors's FINX Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of Global X FinTech ETF (FINX) in Q1 2021, closing a stake of 225 shares — an estimated $10K sold.

Lebenthal Global Advisors first reported a position in FINX in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 148 funds tracked by Wall St. Rank hold FINX as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining Global X FinTech ETF position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 225 Global X FinTech ETF shares in Q1 2021, an estimated $10K.
  • Lebenthal Global Advisors first reported a position in Global X FinTech ETF in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's Global X FinTech ETF position peaked at $10K in Q4 2020.
  • 148 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.