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Transcend Capital Advisors’s Global X FinTech ETF FINX Stock Holding History

Transcend Capital Advisors’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
2021
Q4 		– Sell
-4,600
Closed -$241K – 499
2021
Q3 		$241K Hold
4,600
– – 0.02% 415
2021
Q2 		$220K Buy
+4,600
New +$211K 0.03% 298

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Mirae Asset Global Investments
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

Transcend Capital Advisors's FINX Position: Q4 2021 in Review

Transcend Capital Advisors sold out of Global X FinTech ETF (FINX) in Q4 2021, closing a stake of 4,600 shares — an estimated $241K sold.

Transcend Capital Advisors first reported a position in FINX in Q2 2021 and held it in 2 quarters. The position peaked at $241K in Q3 2021. 189 funds tracked by Wall St. Rank hold FINX as of Q4 2021.

  • Transcend Capital Advisors reported no remaining Global X FinTech ETF position as of Q4 2021 after selling out during the quarter.
  • Transcend Capital Advisors sold 4,600 Global X FinTech ETF shares in Q4 2021, an estimated $241K.
  • Transcend Capital Advisors first reported a position in Global X FinTech ETF in Q2 2021 and held it in 2 quarters.
  • Transcend Capital Advisors's Global X FinTech ETF position peaked at $241K in Q3 2021.
  • 189 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2021.

Based on Transcend Capital Advisors's 13F filing for Q4 2021, filed 20 Jan 2022.