Patriot Financial Group Insurance Agency’s VanEck Digital Native Economy ETF GENZ Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-101	Closed	-$3K	–	571
2022 Q2	$3K	Hold	101	–	–	﹤0.01%	1611
2022 Q1	$4K	Sell	101 -101	-50%	-$4.19K	﹤0.01%	1665
2021 Q4	$9K	Buy	202 +2	+1%	+$93	﹤0.01%	1513
2021 Q3	$10K	Hold	200	–	–	﹤0.01%	1464
2021 Q2	$11K	Hold	200	–	–	﹤0.01%	1400
2021 Q1	$11K	Buy	200 +100	+100%	+$5.12K	﹤0.01%	1313
2020 Q4	$5K	Hold	100	–	–	﹤0.01%	1412
2020 Q3	$4K	Buy	100 +50	+100%	+$1.84K	﹤0.01%	1270
2020 Q2	$2K	Buy	+50	New	+$1.6K	﹤0.01%	1367

Other funds holding GENZ

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Patriot Financial Group Insurance Agency's GENZ Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of VanEck Digital Native Economy ETF (GENZ) in Q3 2022, closing a stake of 101 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in GENZ in Q2 2020 and held it in 9 quarters. The position peaked at $11K in Q2 2021. 33 funds tracked by Wall St. Rank hold GENZ as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining VanEck Digital Native Economy ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 101 VanEck Digital Native Economy ETF shares in Q3 2022, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in VanEck Digital Native Economy ETF in Q2 2020 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's VanEck Digital Native Economy ETF position peaked at $11K in Q2 2021.
33 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.