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NewEdge Advisors’s Global X Social Media ETF SOCL Stock Holding History

NewEdge Advisors’s Portfolio SOCL Stock Details SOCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-99
Closed -$4K – 3947
2023
Q4 		$4K Hold
99
– – ﹤0.01% 3182
2023
Q3 		$3.55K Hold
99
– – ﹤0.01% 2905
2023
Q2 		$3.62K Hold
99
– – ﹤0.01% 2919
2023
Q1 		$3.66K Sell
99
-3,807
-97% -$135K ﹤0.01% 2876
2022
Q4 		$118K Buy
+3,906
New +$111K ﹤0.01% 1376

Other funds holding SOCL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.33B AUM 24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

NewEdge Advisors's SOCL Position: Q1 2024 in Review

NewEdge Advisors sold out of Global X Social Media ETF (SOCL) in Q1 2024, closing a stake of 99 shares — an estimated $4K sold.

NewEdge Advisors first reported a position in SOCL in Q4 2022 and held it in 5 quarters. The position peaked at $118K in Q4 2022. 50 funds tracked by Wall St. Rank hold SOCL as of Q1 2024.

  • NewEdge Advisors reported no remaining Global X Social Media ETF position as of Q1 2024 after selling out during the quarter.
  • NewEdge Advisors sold 99 Global X Social Media ETF shares in Q1 2024, an estimated $4K.
  • NewEdge Advisors first reported a position in Global X Social Media ETF in Q4 2022 and held it in 5 quarters.
  • NewEdge Advisors's Global X Social Media ETF position peaked at $118K in Q4 2022.
  • 50 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q1 2024.

Based on NewEdge Advisors's 13F filing for Q1 2024, filed 14 May 2024.