Mayflower Financial Advisors’s Global X FinTech ETF FINX Stock Holding History

Mayflower Financial 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
2023 Q1	–	Sell	-16,952	Closed	-$326K	–	360
2022 Q4	$326K	Sell	16,952 -5,035	-23%	-$101K	0.05%	253
2022 Q3	$446K	Sell	21,987 -2,685	-11%	-$63.3K	0.07%	202
2022 Q2	$526K	Buy	24,672 +2,291	+10%	+$58.6K	0.08%	183
2022 Q1	$717K	Buy	22,381 +6,407	+40%	+$210K	0.1%	153
2021 Q4	$639K	Buy	15,974 +970	+6%	+$46K	0.08%	163
2021 Q3	$786K	Buy	15,004 +2,480	+20%	+$121K	0.11%	134
2021 Q2	$597K	Sell	12,524 -513	-4%	-$23.6K	0.08%	153
2021 Q1	$575K	Buy	13,037 +8,356	+179%	+$393K	0.09%	149
2020 Q4	$219K	Buy	+4,681	New	+$195K	0.04%	248

Other funds holding FINX

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BFA

BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mayflower Financial Advisors's FINX Position: Q1 2023 in Review

Mayflower Financial Advisors sold out of Global X FinTech ETF (FINX) in Q1 2023, closing a stake of 16,952 shares — an estimated $326K sold.

Mayflower Financial Advisors first reported a position in FINX in Q4 2020 and held it in 9 quarters. The position peaked at $786K in Q3 2021. 122 funds tracked by Wall St. Rank hold FINX as of Q1 2023.

Mayflower Financial Advisors reported no remaining Global X FinTech ETF position as of Q1 2023 after selling out during the quarter.
Mayflower Financial Advisors sold 16,952 Global X FinTech ETF shares in Q1 2023, an estimated $326K.
Mayflower Financial Advisors first reported a position in Global X FinTech ETF in Q4 2020 and held it in 9 quarters.
Mayflower Financial Advisors's Global X FinTech ETF position peaked at $786K in Q3 2021.
122 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2023.

Based on Mayflower Financial Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.