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

Robertson Stephens 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
2024 Q2	–	Sell	-25,087	Closed	-$699K	–	513
2024 Q1	$699K	Sell	25,087 -1,369	-5%	-$34.9K	0.04%	286
2023 Q4	$677K	Sell	26,456 -4,202	-14%	-$90.3K	0.04%	269
2023 Q3	$617K	Sell	30,658 -4,411	-13%	-$97.8K	0.04%	271
2023 Q2	$776K	Sell	35,069 -2,356	-6%	-$49.2K	0.05%	219
2023 Q1	$779K	Sell	37,425 -798	-2%	-$16.8K	0.06%	231
2022 Q4	$736K	Buy	+38,223	New	+$770K	0.07%	207

Other funds holding FINX

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Robertson Stephens Wealth Management's FINX Position: Q2 2024 in Review

Robertson Stephens Wealth Management sold out of Global X FinTech ETF (FINX) in Q2 2024, closing a stake of 25,087 shares — an estimated $699K sold.

Robertson Stephens Wealth Management first reported a position in FINX in Q4 2022 and held it in 6 quarters. The position peaked at $779K in Q1 2023. 103 funds tracked by Wall St. Rank hold FINX as of Q2 2024.

Robertson Stephens Wealth Management reported no remaining Global X FinTech ETF position as of Q2 2024 after selling out during the quarter.
Robertson Stephens Wealth Management sold 25,087 Global X FinTech ETF shares in Q2 2024, an estimated $699K.
Robertson Stephens Wealth Management first reported a position in Global X FinTech ETF in Q4 2022 and held it in 6 quarters.
Robertson Stephens Wealth Management's Global X FinTech ETF position peaked at $779K in Q1 2023.
103 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q2 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.