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Washington Trust’s Global X FinTech ETF FINX Stock Holding History

Washington Trust’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
Q3 		– Sell
-212
Closed -$5.33K – 862
2024
Q2 		$5.33K Hold
212
– – ﹤0.01% 729
2024
Q1 		$5.91K Buy
+212
New +$5.41K ﹤0.01% 723

Other funds holding FINX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Washington Trust's FINX Position: Q3 2024 in Review

Washington Trust sold out of Global X FinTech ETF (FINX) in Q3 2024, closing a stake of 212 shares — an estimated $5.33K sold.

Washington Trust first reported a position in FINX in Q1 2024 and held it in 2 quarters. The position peaked at $5.91K in Q1 2024. 92 funds tracked by Wall St. Rank hold FINX as of Q3 2024.

  • Washington Trust reported no remaining Global X FinTech ETF position as of Q3 2024 after selling out during the quarter.
  • Washington Trust sold 212 Global X FinTech ETF shares in Q3 2024, an estimated $5.33K.
  • Washington Trust first reported a position in Global X FinTech ETF in Q1 2024 and held it in 2 quarters.
  • Washington Trust's Global X FinTech ETF position peaked at $5.91K in Q1 2024.
  • 92 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2024.

Based on Washington Trust's 13F filing for Q3 2024, filed 25 Oct 2024.