Nachman Norwood & Parrott’s Global X FinTech ETF FINX Stock Holding History

Nachman Norwood & Parrott’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
2021 Q2	$257K	Buy	+5,385	New	+$247K	0.03%	252
2021 Q1	–	Sell	-4,385	Closed	-$205K	–	278
2020 Q4	$205K	Sell	4,385 -1,700	-28%	-$70.9K	0.02%	263
2020 Q3	$231K	Hold	6,085	–	–	0.03%	225
2020 Q2	$202K	Buy	+6,085	New	+$180K	0.03%	232

Other funds holding FINX

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Nachman Norwood & Parrott's FINX Position: Q2 2021 in Review

Nachman Norwood & Parrott opened a new position in Global X FinTech ETF (FINX) in Q2 2021: 5,385 shares worth $257K. The stake represents 0.03% of the portfolio and ranks #252 among its holdings. This is a return to the name: Nachman Norwood & Parrott previously reported a position in FINX as recently as Q4 2020.

Nachman Norwood & Parrott first reported a position in FINX in Q2 2020 and has held it in 4 quarters since. 163 funds tracked by Wall St. Rank hold FINX as of Q2 2021.

Nachman Norwood & Parrott held 5,385 shares of Global X FinTech ETF worth $257K as of Q2 2021.
Global X FinTech ETF was a new Nachman Norwood & Parrott position in Q2 2021.
Global X FinTech ETF made up 0.03% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #252 holding.
Nachman Norwood & Parrott first reported a position in Global X FinTech ETF in Q2 2020 and has held it in 4 quarters since.
163 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.