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Orion Capital Management’s Global X FinTech ETF FINX Stock Holding History

Orion Capital 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
-29
Closed -$1K – 414
2021
Q4 		$1K Hold
29
– – ﹤0.01% 365
2021
Q3 		$1K Hold
29
– – ﹤0.01% 364
2021
Q2 		$1K Hold
29
– – ﹤0.01% 298
2021
Q1 		$1K Sell
29
-100
-78% -$4.7K ﹤0.01% 291
2020
Q4 		$6K Buy
+129
New +$5.38K ﹤0.01% 266

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
BWFA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Orion Capital Management's FINX Position: Q1 2022 in Review

Orion Capital Management sold out of Global X FinTech ETF (FINX) in Q1 2022, closing a stake of 29 shares — an estimated $1K sold.

Orion Capital Management first reported a position in FINX in Q4 2020 and held it in 5 quarters. The position peaked at $6K in Q4 2020. 149 funds tracked by Wall St. Rank hold FINX as of Q1 2022.

  • Orion Capital Management reported no remaining Global X FinTech ETF position as of Q1 2022 after selling out during the quarter.
  • Orion Capital Management sold 29 Global X FinTech ETF shares in Q1 2022, an estimated $1K.
  • Orion Capital Management first reported a position in Global X FinTech ETF in Q4 2020 and held it in 5 quarters.
  • Orion Capital Management's Global X FinTech ETF position peaked at $6K in Q4 2020.
  • 149 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2022.

Based on Orion Capital Management's 13F filing for Q1 2022, filed 11 May 2022.