RPCONE
GENZ

Retirement Planning Company of New England’s VanEck Digital Native Economy ETF GENZ Stock Holding History

Retirement Planning Company of New England’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
Q1 		– Sell
-3,186
Closed -$141K – 287
2021
Q4 		$141K Buy
+3,186
New +$149K 0.07% 261

Other funds holding GENZ

CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Retirement Planning Company of New England's GENZ Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of VanEck Digital Native Economy ETF (GENZ) in Q1 2022, closing a stake of 3,186 shares — an estimated $141K sold.

Retirement Planning Company of New England first reported a position in GENZ in Q4 2021 and held it in 1 quarter. The position peaked at $141K in Q4 2021. 50 funds tracked by Wall St. Rank hold GENZ as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining VanEck Digital Native Economy ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 3,186 VanEck Digital Native Economy ETF shares in Q1 2022, an estimated $141K.
  • Retirement Planning Company of New England first reported a position in VanEck Digital Native Economy ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's VanEck Digital Native Economy ETF position peaked at $141K in Q4 2021.
  • 50 funds tracked by Wall St. Rank held VanEck Digital Native Economy ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.