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Rockbridge Investment Management’s Global X FinTech ETF FINX Stock Holding History

Rockbridge Investment 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
-475
Closed -$19K – 824
2021
Q4 		$19K Buy
+475
New +$22.5K ﹤0.01% 486

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Rockbridge Investment Management's FINX Position: Q1 2022 in Review

Rockbridge Investment Management sold out of Global X FinTech ETF (FINX) in Q1 2022, closing a stake of 475 shares — an estimated $19K sold.

Rockbridge Investment Management first reported a position in FINX in Q4 2021 and held it in 1 quarter. The position peaked at $19K in Q4 2021. 149 funds tracked by Wall St. Rank hold FINX as of Q1 2022.

  • Rockbridge Investment Management reported no remaining Global X FinTech ETF position as of Q1 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 475 Global X FinTech ETF shares in Q1 2022, an estimated $19K.
  • Rockbridge Investment Management first reported a position in Global X FinTech ETF in Q4 2021 and held it in 1 quarter.
  • Rockbridge Investment Management's Global X FinTech ETF position peaked at $19K in Q4 2021.
  • 149 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2022.

Based on Rockbridge Investment Management's 13F filing for Q1 2022, filed 28 May 2024.