Rockefeller Capital Management
POTX

Rockefeller Capital Management’s Global X Cannabis ETF POTX Stock Holding History

Rockefeller Capital Management’s Portfolio POTX Stock Details POTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-50
Closed – – 4437
2022
Q3 		$0 Hold
50
– – ﹤0.01% 4625
2022
Q2 		$0 Hold
50
– – ﹤0.01% 4552
2022
Q1 		$1K Hold
50
– – ﹤0.01% 3828
2021
Q4 		$1K Buy
+50
New +$2.37K ﹤0.01% 3729
2021
Q2 		– Sell
-1,667
Closed -$160K – 3683
2021
Q1 		$160K Buy
+1,667
New +$165K ﹤0.01% 1404

Other funds holding POTX

Mirae Asset Global Investments
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SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rockefeller Capital Management's POTX Position: Q4 2022 in Review

Rockefeller Capital Management sold out of Global X Cannabis ETF (POTX) in Q4 2022, closing a stake of 50 shares.

Rockefeller Capital Management first reported a position in POTX in Q1 2021 and held it in 5 quarters. The position peaked at $160K in Q1 2021. 41 funds tracked by Wall St. Rank hold POTX as of Q4 2022.

  • Rockefeller Capital Management reported no remaining Global X Cannabis ETF position as of Q4 2022 after selling out during the quarter.
  • Rockefeller Capital Management sold 50 Global X Cannabis ETF shares in Q4 2022.
  • Rockefeller Capital Management first reported a position in Global X Cannabis ETF in Q1 2021 and held it in 5 quarters.
  • Rockefeller Capital Management's Global X Cannabis ETF position peaked at $160K in Q1 2021.
  • 41 funds tracked by Wall St. Rank held Global X Cannabis ETF as of Q4 2022.

Based on Rockefeller Capital Management's 13F filing for Q4 2022, filed 6 Mar 2023.