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

North Star 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
2023 Q3	–	Sell	-150	Closed	-$3.31K	–	1285
2023 Q2	$3.31K	Hold	150	–	–	﹤0.01%	1028
2023 Q1	$3.12K	Hold	150	–	–	﹤0.01%	1045
2022 Q4	$2.89K	Hold	150	–	–	﹤0.01%	1035
2022 Q3	$3K	Hold	150	–	–	﹤0.01%	992
2022 Q2	$3K	Hold	150	–	–	﹤0.01%	1007
2022 Q1	$5K	Hold	150	–	–	﹤0.01%	973
2021 Q4	$6K	Hold	150	–	–	﹤0.01%	976
2021 Q3	$7K	Hold	150	–	–	﹤0.01%	920
2021 Q2	$7K	Hold	150	–	–	﹤0.01%	903
2021 Q1	$7K	Buy	+150	New	+$7.05K	﹤0.01%	856

Other funds holding FINX

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

BFA

BBJS Financial Advisors Seattle, Washington $280M AUM 13.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

SAS

Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return

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

North Star Investment Management's FINX Position: Q3 2023 in Review

North Star Investment Management sold out of Global X FinTech ETF (FINX) in Q3 2023, closing a stake of 150 shares — an estimated $3.31K sold.

North Star Investment Management first reported a position in FINX in Q1 2021 and held it in 10 quarters. The position peaked at $7K in Q3 2021. 104 funds tracked by Wall St. Rank hold FINX as of Q3 2023.

North Star Investment Management reported no remaining Global X FinTech ETF position as of Q3 2023 after selling out during the quarter.
North Star Investment Management sold 150 Global X FinTech ETF shares in Q3 2023, an estimated $3.31K.
North Star Investment Management first reported a position in Global X FinTech ETF in Q1 2021 and held it in 10 quarters.
North Star Investment Management's Global X FinTech ETF position peaked at $7K in Q3 2021.
104 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2023.

Based on North Star Investment Management's 13F filing for Q3 2023, filed 6 Nov 2023.