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Rikoon Group’s Global X FinTech ETF FINX Stock Holding History

Rikoon Group’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
2021
Q1 		$925K Buy
20,970
+5,225
+33% +$246K 0.25% 96
2020
Q4 		$735K Buy
+15,745
New +$657K 0.21% 109

Other funds holding FINX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rikoon Group's FINX Position: Q1 2021 in Review

Rikoon Group increased its Global X FinTech ETF (FINX) stake by 33% in Q1 2021, buying an estimated $246K and bringing the position to 20,970 shares worth $925K. The position accounts for 0.25% of the portfolio, ranked #96.

Rikoon Group first reported a position in FINX in Q4 2020 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold FINX as of Q1 2021.

  • Rikoon Group held 20,970 shares of Global X FinTech ETF worth $925K as of Q1 2021.
  • Rikoon Group bought 5,225 Global X FinTech ETF shares in Q1 2021, an estimated $246K.
  • Global X FinTech ETF made up 0.25% of Rikoon Group's portfolio in Q1 2021, its #96 holding.
  • Rikoon Group first reported a position in Global X FinTech ETF in Q4 2020 and has held it in 2 quarters since.
  • 148 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.