NWA
GENZ

Navis Wealth Advisors’s VanEck Digital Native Economy ETF GENZ Stock Holding History

Navis Wealth Advisors’s Portfolio GENZ Stock Details GENZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,507
Closed -$71K – 122
2020
Q4 		$71K Buy
+1,507
New +$63.9K 0.06% 134

Other funds holding GENZ

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Navis Wealth Advisors's GENZ Position: Q1 2021 in Review

Navis Wealth Advisors sold out of VanEck Digital Native Economy ETF (GENZ) in Q1 2021, closing a stake of 1,507 shares — an estimated $71K sold.

Navis Wealth Advisors first reported a position in GENZ in Q4 2020 and held it in 1 quarter. The position peaked at $71K in Q4 2020. 46 funds tracked by Wall St. Rank hold GENZ as of Q1 2021.

  • Navis Wealth Advisors reported no remaining VanEck Digital Native Economy ETF position as of Q1 2021 after selling out during the quarter.
  • Navis Wealth Advisors sold 1,507 VanEck Digital Native Economy ETF shares in Q1 2021, an estimated $71K.
  • Navis Wealth Advisors first reported a position in VanEck Digital Native Economy ETF in Q4 2020 and held it in 1 quarter.
  • Navis Wealth Advisors's VanEck Digital Native Economy ETF position peaked at $71K in Q4 2020.
  • 46 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q1 2021.

Based on Navis Wealth Advisors's 13F filing for Q1 2021, filed 18 May 2021.