WhitTier Trust Company’s Global X Social Media ETF SOCL Stock Holding History

WhitTier Trust Company’s Portfolio SOCL Stock Details SOCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,500	Closed	-$42K	–	1210
2022 Q3	$42K	Hold	1,500	–	–	﹤0.01%	691
2022 Q2	$50K	Hold	1,500	–	–	﹤0.01%	675
2022 Q1	$63K	Hold	1,500	–	–	﹤0.01%	633
2021 Q4	$81K	Hold	1,500	–	–	﹤0.01%	599
2021 Q3	$91K	Hold	1,500	–	–	﹤0.01%	574
2021 Q2	$109K	Hold	1,500	–	–	﹤0.01%	530
2021 Q1	$100K	Hold	1,500	–	–	﹤0.01%	526
2020 Q4	$93K	Hold	1,500	–	–	﹤0.01%	517
2020 Q3	$73K	Hold	1,500	–	–	﹤0.01%	548
2020 Q2	$64K	Hold	1,500	–	–	﹤0.01%	543
2020 Q1	$44K	Hold	1,500	–	–	﹤0.01%	575
2019 Q4	$52K	Hold	1,500	–	–	﹤0.01%	590
2019 Q3	$48K	Buy	+1,500	New	+$49.5K	﹤0.01%	602

Other funds holding SOCL

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $280M AUM 18.25% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

WhitTier Trust Company's SOCL Position: Q4 2022 in Review

WhitTier Trust Company sold out of Global X Social Media ETF (SOCL) in Q4 2022, closing a stake of 1,500 shares — an estimated $42K sold.

WhitTier Trust Company first reported a position in SOCL in Q3 2019 and held it in 13 quarters. The position peaked at $109K in Q2 2021. 52 funds tracked by Wall St. Rank hold SOCL as of Q4 2022.

WhitTier Trust Company reported no remaining Global X Social Media ETF position as of Q4 2022 after selling out during the quarter.
WhitTier Trust Company sold 1,500 Global X Social Media ETF shares in Q4 2022, an estimated $42K.
WhitTier Trust Company first reported a position in Global X Social Media ETF in Q3 2019 and held it in 13 quarters.
WhitTier Trust Company's Global X Social Media ETF position peaked at $109K in Q2 2021.
52 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q4 2022.

Based on WhitTier Trust Company's 13F filing for Q4 2022, filed 25 Jan 2023.