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Wilbanks Smith & Thomas Asset Management’s Global X FinTech ETF FINX Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-9,237
Closed -$266K – 684
2018
Q3 		$266K Sell
9,237
-463
-5% -$12.9K 0.02% 330
2018
Q2 		$253K Buy
+9,700
New +$243K 0.02% 296

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BWFA
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PNC Financial Services Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
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Mirae Asset Global Investments
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Wilbanks Smith & Thomas Asset Management's FINX Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Global X FinTech ETF (FINX) in Q4 2018, closing a stake of 9,237 shares — an estimated $266K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in FINX in Q2 2018 and held it in 2 quarters. The position peaked at $266K in Q3 2018. 39 funds tracked by Wall St. Rank hold FINX as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Global X FinTech ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 9,237 Global X FinTech ETF shares in Q4 2018, an estimated $266K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Global X FinTech ETF in Q2 2018 and held it in 2 quarters.
  • Wilbanks Smith & Thomas Asset Management's Global X FinTech ETF position peaked at $266K in Q3 2018.
  • 39 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.