Lee Financial Group Hawaii’s Global X Social Media ETF SOCL Stock Holding History

Lee Financial Group Hawaii’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
2021 Q4	–	Sell	-89,422	Closed	-$5.45M	–	38
2021 Q3	$5.45M	Sell	89,422 -27,828	-24%	-$1.83M	4.01%	10
2021 Q2	$8.49M	Sell	117,250 -1,060	-0.9%	-$72.2K	6.12%	7
2021 Q1	$7.89M	Buy	118,310 +71,817	+154%	+$4.97M	6.47%	5
2020 Q4	$2.87M	Buy	46,493 +10,426	+29%	+$579K	2.42%	17
2020 Q3	$1.76M	Buy	36,067 +9,367	+35%	+$446K	1.46%	21
2020 Q2	$1.14M	Buy	+26,700	New	+$970K	0.98%	22

Other funds holding SOCL

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Lee Financial Group Hawaii's SOCL Position: Q4 2021 in Review

Lee Financial Group Hawaii sold out of Global X Social Media ETF (SOCL) in Q4 2021, closing a stake of 89,422 shares — an estimated $5.45M sold.

Lee Financial Group Hawaii first reported a position in SOCL in Q2 2020 and held it in 6 quarters. The position peaked at $8.49M in Q2 2021. 79 funds tracked by Wall St. Rank hold SOCL as of Q4 2021.

Lee Financial Group Hawaii reported no remaining Global X Social Media ETF position as of Q4 2021 after selling out during the quarter.
Lee Financial Group Hawaii sold 89,422 Global X Social Media ETF shares in Q4 2021, an estimated $5.45M.
Lee Financial Group Hawaii first reported a position in Global X Social Media ETF in Q2 2020 and held it in 6 quarters.
Lee Financial Group Hawaii's Global X Social Media ETF position peaked at $8.49M in Q2 2021.
79 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q4 2021.

Based on Lee Financial Group Hawaii's 13F filing for Q4 2021, filed 8 Feb 2022.