WTC
FINX icon

WhitTier Trust Company’s Global X FinTech ETF FINX Stock Holding History

WhitTier Trust Company’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
Q3 		– Sell
-2,513
Closed -$54K – 1112
2022
Q2 		$54K Buy
+2,513
New +$64.3K ﹤0.01% 660

Other funds holding FINX

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

WhitTier Trust Company's FINX Position: Q3 2022 in Review

WhitTier Trust Company sold out of Global X FinTech ETF (FINX) in Q3 2022, closing a stake of 2,513 shares — an estimated $54K sold.

WhitTier Trust Company first reported a position in FINX in Q2 2022 and held it in 1 quarter. The position peaked at $54K in Q2 2022. 133 funds tracked by Wall St. Rank hold FINX as of Q3 2022.

  • WhitTier Trust Company reported no remaining Global X FinTech ETF position as of Q3 2022 after selling out during the quarter.
  • WhitTier Trust Company sold 2,513 Global X FinTech ETF shares in Q3 2022, an estimated $54K.
  • WhitTier Trust Company first reported a position in Global X FinTech ETF in Q2 2022 and held it in 1 quarter.
  • WhitTier Trust Company's Global X FinTech ETF position peaked at $54K in Q2 2022.
  • 133 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q3 2022.

Based on WhitTier Trust Company's 13F filing for Q3 2022, filed 21 Oct 2022.