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Pacific Capital Wealth Advisors’s Global X Social Media ETF SOCL Stock Holding History

Pacific Capital Wealth 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
-100
Closed -$4.04K – 533
2023
Q4 		$4.04K Buy
+100
New +$3.76K ﹤0.01% 259

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 $67.7B AUM 51.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 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

Pacific Capital Wealth Advisors's SOCL Position: Q1 2024 in Review

Pacific Capital Wealth Advisors sold out of Global X Social Media ETF (SOCL) in Q1 2024, closing a stake of 100 shares — an estimated $4.04K sold.

Pacific Capital Wealth Advisors first reported a position in SOCL in Q4 2023 and held it in 1 quarter. The position peaked at $4.04K in Q4 2023. 50 funds tracked by Wall St. Rank hold SOCL as of Q1 2024.

  • Pacific Capital Wealth Advisors reported no remaining Global X Social Media ETF position as of Q1 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 100 Global X Social Media ETF shares in Q1 2024, an estimated $4.04K.
  • Pacific Capital Wealth Advisors first reported a position in Global X Social Media ETF in Q4 2023 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Global X Social Media ETF position peaked at $4.04K in Q4 2023.
  • 50 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q1 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.