MSCM
FINX icon

McElhenny Sheffield Capital Management’s Global X FinTech ETF FINX Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-57
Closed -$1.1K – 266
2022
Q4 		$1.1K Buy
+57
New +$1.15K ﹤0.01% 561

Other funds holding FINX

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BFA
BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

McElhenny Sheffield Capital Management's FINX Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Global X FinTech ETF (FINX) in Q1 2023, closing a stake of 57 shares — an estimated $1.1K sold.

McElhenny Sheffield Capital Management first reported a position in FINX in Q4 2022 and held it in 1 quarter. The position peaked at $1.1K in Q4 2022. 122 funds tracked by Wall St. Rank hold FINX as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Global X FinTech ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 57 Global X FinTech ETF shares in Q1 2023, an estimated $1.1K.
  • McElhenny Sheffield Capital Management first reported a position in Global X FinTech ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Global X FinTech ETF position peaked at $1.1K in Q4 2022.
  • 122 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.