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Private Trust Company’s Global X FinTech ETF FINX Stock Holding History

Private Trust Company’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
2024
Q4 		– Sell
-386
Closed -$10.8K – 2353
2024
Q3 		$10.8K Hold
386
– – ﹤0.01% 1686
2024
Q2 		$9.71K Hold
386
– – ﹤0.01% 1696
2024
Q1 		$10.8K Hold
386
– – ﹤0.01% 1637
2023
Q4 		$9.87K Hold
386
– – ﹤0.01% 1658
2023
Q3 		$7.77K Hold
386
– – ﹤0.01% 1690
2023
Q2 		$8.52K Hold
386
– – ﹤0.01% 1684
2023
Q1 		$8.04K Hold
386
– – ﹤0.01% 1657
2022
Q4 		$7K Hold
386
– – ﹤0.01% 1678
2022
Q3 		$8K Hold
386
– – ﹤0.01% 1521
2022
Q2 		$8K Buy
+386
New +$9.88K ﹤0.01% 1577

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UBS Group
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SC
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GKWIM
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BSCCG
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Private Trust Company's FINX Position: Q4 2024 in Review

Private Trust Company sold out of Global X FinTech ETF (FINX) in Q4 2024, closing a stake of 386 shares — an estimated $10.8K sold.

Private Trust Company first reported a position in FINX in Q2 2022 and held it in 10 quarters. The position peaked at $10.8K in Q3 2024. 101 funds tracked by Wall St. Rank hold FINX as of Q4 2024.

  • Private Trust Company reported no remaining Global X FinTech ETF position as of Q4 2024 after selling out during the quarter.
  • Private Trust Company sold 386 Global X FinTech ETF shares in Q4 2024, an estimated $10.8K.
  • Private Trust Company first reported a position in Global X FinTech ETF in Q2 2022 and held it in 10 quarters.
  • Private Trust Company's Global X FinTech ETF position peaked at $10.8K in Q3 2024.
  • 101 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2024.

Based on Private Trust Company's 13F filing for Q4 2024, filed 5 Feb 2025.