PFO
GENZ

Pathstone Family Office’s VanEck Digital Native Economy ETF GENZ Stock Holding History

Pathstone Family Office’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
2023
Q1 		– Sell
-524
Closed -$228K – 1222
2022
Q4 		$228K Buy
+524
New +$19.4K ﹤0.01% 1042

Other funds holding GENZ

JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Pathstone Family Office's GENZ Position: Q1 2023 in Review

Pathstone Family Office sold out of VanEck Digital Native Economy ETF (GENZ) in Q1 2023, closing a stake of 524 shares — an estimated $228K sold.

Pathstone Family Office first reported a position in GENZ in Q4 2022 and held it in 1 quarter. The position peaked at $228K in Q4 2022. 44 funds tracked by Wall St. Rank hold GENZ as of Q1 2023.

  • Pathstone Family Office reported no remaining VanEck Digital Native Economy ETF position as of Q1 2023 after selling out during the quarter.
  • Pathstone Family Office sold 524 VanEck Digital Native Economy ETF shares in Q1 2023, an estimated $228K.
  • Pathstone Family Office first reported a position in VanEck Digital Native Economy ETF in Q4 2022 and held it in 1 quarter.
  • Pathstone Family Office's VanEck Digital Native Economy ETF position peaked at $228K in Q4 2022.
  • 44 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.