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Steve Schonfeld’s Global X FinTech ETF FINX Stock Holding History

Steve Schonfeld’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
Q4 		– Sell
-199,700
Closed -$4.05M – 2725
2022
Q3 		$4.05M Buy
199,700
+52,600
+36% +$1.24M 0.03% 600
2022
Q2 		$3.13M Buy
+147,100
New +$3.76M 0.03% 611

Other funds holding FINX

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Steve Schonfeld's FINX Position: Q4 2022 in Review

Steve Schonfeld sold out of Global X FinTech ETF (FINX) in Q4 2022, closing a stake of 199,700 shares — an estimated $4.05M sold.

Steve Schonfeld first reported a position in FINX in Q2 2022 and held it in 2 quarters. The position peaked at $4.05M in Q3 2022. 136 funds tracked by Wall St. Rank hold FINX as of Q4 2022.

  • Steve Schonfeld reported no remaining Global X FinTech ETF position as of Q4 2022 after selling out during the quarter.
  • Steve Schonfeld sold 199,700 Global X FinTech ETF shares in Q4 2022, an estimated $4.05M.
  • Steve Schonfeld first reported a position in Global X FinTech ETF in Q2 2022 and held it in 2 quarters.
  • Steve Schonfeld's Global X FinTech ETF position peaked at $4.05M in Q3 2022.
  • 136 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2022.

Based on Schonfeld Strategic Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.