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Lynx Investment Advisory’s Global X S&P 500 Catholic Values ETF CATH Stock Holding History

Lynx Investment Advisory’s Portfolio CATH Stock Details CATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,059
Closed -$69.2K – 232
2024
Q2 		$69.2K Buy
+1,059
New +$67K 0.05% 218

Other funds holding CATH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BA
BCM Advisors Lafayette, Louisiana $507M AUM 19.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CFFNO
Common Fund For Nonprofit Organizations Wilton, Connecticut $1.03B AUM 22.44% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Lynx Investment Advisory's CATH Position: Q3 2024 in Review

Lynx Investment Advisory sold out of Global X S&P 500 Catholic Values ETF (CATH) in Q3 2024, closing a stake of 1,059 shares — an estimated $69.2K sold.

Lynx Investment Advisory first reported a position in CATH in Q2 2024 and held it in 1 quarter. The position peaked at $69.2K in Q2 2024. 174 funds tracked by Wall St. Rank hold CATH as of Q3 2024.

  • Lynx Investment Advisory reported no remaining Global X S&P 500 Catholic Values ETF position as of Q3 2024 after selling out during the quarter.
  • Lynx Investment Advisory sold 1,059 Global X S&P 500 Catholic Values ETF shares in Q3 2024, an estimated $69.2K.
  • Lynx Investment Advisory first reported a position in Global X S&P 500 Catholic Values ETF in Q2 2024 and held it in 1 quarter.
  • Lynx Investment Advisory's Global X S&P 500 Catholic Values ETF position peaked at $69.2K in Q2 2024.
  • 174 funds tracked by Wall St. Rank held Global X S&P 500 Catholic Values ETF as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.