Tocqueville Asset Management’s Global X FinTech ETF FINX Stock Holding History

Tocqueville Asset 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 Q1	–	Sell	-41,730	Closed	-$1.07M	–	540
2023 Q4	$1.07M	Sell	41,730 -9,220	-18%	-$198K	0.02%	330
2023 Q3	$1.03M	Sell	50,950 -735	-1%	-$16.3K	0.02%	325
2023 Q2	$1.14M	Sell	51,685 -650	-1%	-$13.6K	0.02%	330
2023 Q1	$1.09M	Buy	52,335 +8,015	+18%	+$168K	0.02%	333
2022 Q4	$853K	Sell	44,320 -9,136	-17%	-$184K	0.02%	395
2022 Q3	$1.08M	Buy	53,456 +630	+1%	+$14.8K	0.02%	353
2022 Q2	$1.13M	Buy	52,826 +1,346	+3%	+$34.4K	0.02%	384
2022 Q1	$1.65M	Buy	51,480 +4,197	+9%	+$137K	0.02%	358
2021 Q4	$1.89M	Sell	47,283 -3,053	-6%	-$145K	0.03%	387
2021 Q3	$2.42M	Sell	50,336 -5	-0%	-$245	0.04%	339
2021 Q2	$2.4M	Sell	50,341 -15,597	-24%	-$716K	0.03%	351
2021 Q1	$2.91M	Buy	65,938 +4,269	+7%	+$201K	0.04%	323
2020 Q4	$2.88M	Buy	61,669 +3,685	+6%	+$154K	0.05%	302
2020 Q3	$2.2M	Buy	57,984 +360	+0.6%	+$13.1K	0.04%	297
2020 Q2	$1.91M	Buy	57,624 +685	+1%	+$20.3K	0.04%	309
2020 Q1	$1.38M	Buy	+56,939	New	+$1.69M	0.03%	319

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

GKWIM

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Tocqueville Asset Management's FINX Position: Q1 2024 in Review

Tocqueville Asset Management sold out of Global X FinTech ETF (FINX) in Q1 2024, closing a stake of 41,730 shares — an estimated $1.07M sold.

Tocqueville Asset Management first reported a position in FINX in Q1 2020 and held it in 16 quarters. The position peaked at $2.91M in Q1 2021. 107 funds tracked by Wall St. Rank hold FINX as of Q1 2024.

Tocqueville Asset Management reported no remaining Global X FinTech ETF position as of Q1 2024 after selling out during the quarter.
Tocqueville Asset Management sold 41,730 Global X FinTech ETF shares in Q1 2024, an estimated $1.07M.
Tocqueville Asset Management first reported a position in Global X FinTech ETF in Q1 2020 and held it in 16 quarters.
Tocqueville Asset Management's Global X FinTech ETF position peaked at $2.91M in Q1 2021.
107 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2024.

Based on Tocqueville Asset Management's 13F filing for Q1 2024, filed 9 May 2024.