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Valley Financial Management’s Global X FinTech ETF FINX Stock Holding History

Valley Financial 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
Q4 		– Sell
-62,154
Closed -$1.26M – 43
2022
Q3 		$1.26M Buy
+62,154
New +$1.46M 0.76% 32

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Valley Financial Management's FINX Position: Q4 2022 in Review

Valley Financial Management sold out of Global X FinTech ETF (FINX) in Q4 2022, closing a stake of 62,154 shares — an estimated $1.26M sold.

Valley Financial Management first reported a position in FINX in Q3 2022 and held it in 1 quarter. The position peaked at $1.26M in Q3 2022. 136 funds tracked by Wall St. Rank hold FINX as of Q4 2022.

  • Valley Financial Management reported no remaining Global X FinTech ETF position as of Q4 2022 after selling out during the quarter.
  • Valley Financial Management sold 62,154 Global X FinTech ETF shares in Q4 2022, an estimated $1.26M.
  • Valley Financial Management first reported a position in Global X FinTech ETF in Q3 2022 and held it in 1 quarter.
  • Valley Financial Management's Global X FinTech ETF position peaked at $1.26M in Q3 2022.
  • 136 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2022.

Based on Valley Financial Management's 13F filing for Q4 2022, filed 14 Feb 2023.