Merrion Investment Management’s Global X FinTech ETF FINX Stock Holding History

Merrion Investment 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
2022 Q1	–	Sell	-5,500	Closed	-$220K	–	101
2021 Q4	$220K	Hold	5,500	–	–	0.16%	92
2021 Q3	$264K	Hold	5,500	–	–	0.2%	76
2021 Q2	$262K	Hold	5,500	–	–	0.2%	80
2021 Q1	$242K	Hold	5,500	–	–	0.2%	78
2020 Q4	$257K	Buy	+5,500	New	+$229K	0.22%	77

Other funds holding FINX

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Merrion Investment Management's FINX Position: Q1 2022 in Review

Merrion Investment Management sold out of Global X FinTech ETF (FINX) in Q1 2022, closing a stake of 5,500 shares — an estimated $220K sold.

Merrion Investment Management first reported a position in FINX in Q4 2020 and held it in 5 quarters. The position peaked at $264K in Q3 2021. 149 funds tracked by Wall St. Rank hold FINX as of Q1 2022.

Merrion Investment Management reported no remaining Global X FinTech ETF position as of Q1 2022 after selling out during the quarter.
Merrion Investment Management sold 5,500 Global X FinTech ETF shares in Q1 2022, an estimated $220K.
Merrion Investment Management first reported a position in Global X FinTech ETF in Q4 2020 and held it in 5 quarters.
Merrion Investment Management's Global X FinTech ETF position peaked at $264K in Q3 2021.
149 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2022.

Based on Merrion Investment Management's 13F filing for Q1 2022, filed 13 May 2022.