Perigon Wealth Management’s Global X FinTech ETF FINX Stock Holding History

Perigon Wealth 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	-6,179	Closed	-$247K	–	624
2021 Q4	$247K	Buy	6,179 +260	+4%	+$12.3K	0.02%	500
2021 Q3	$284K	Buy	5,919 +20	+0.3%	+$978	0.02%	432
2021 Q2	$281K	Buy	5,899 +1,277	+28%	+$58.6K	0.03%	416
2021 Q1	$204K	Buy	+4,622	New	+$217K	0.02%	471
2018 Q2	–	Sell	-325	Closed	-$8K	–	367
2018 Q1	$8K	Buy	+325	New	+$7.62K	﹤0.01%	528

Other funds holding FINX

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

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

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Perigon Wealth Management's FINX Position: Q1 2022 in Review

Perigon Wealth Management sold out of Global X FinTech ETF (FINX) in Q1 2022, closing a stake of 6,179 shares — an estimated $247K sold.

Perigon Wealth Management first reported a position in FINX in Q1 2018 and held it in 5 quarters. The position peaked at $284K in Q3 2021. 149 funds tracked by Wall St. Rank hold FINX as of Q1 2022.

Perigon Wealth Management reported no remaining Global X FinTech ETF position as of Q1 2022 after selling out during the quarter.
Perigon Wealth Management sold 6,179 Global X FinTech ETF shares in Q1 2022, an estimated $247K.
Perigon Wealth Management first reported a position in Global X FinTech ETF in Q1 2018 and held it in 5 quarters.
Perigon Wealth Management's Global X FinTech ETF position peaked at $284K in Q3 2021.
149 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2022.

Based on Perigon Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.