Winfield Associates’s Global X FinTech ETF FINX Stock Holding History

Winfield Associates’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 Q1	$361K	Sell	11,289 -2,875	-20%	-$94.1K	0.13%	120
2021 Q4	$567K	Sell	14,164 -2,000	-12%	-$94.7K	0.19%	101
2021 Q3	$776K	Buy	16,164 +1,300	+9%	+$63.6K	0.29%	77
2021 Q2	$709K	Sell	14,864 -1,685	-10%	-$77.4K	0.26%	83
2021 Q1	$730K	Buy	16,549 +9,470	+134%	+$445K	0.3%	72
2020 Q4	$331K	Buy	7,079 +710	+11%	+$29.6K	0.14%	104
2020 Q3	$242K	Buy	+6,369	New	+$232K	0.12%	109

Other funds holding FINX

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Winfield Associates's FINX Position: Q1 2022 in Review

Winfield Associates reduced its Global X FinTech ETF (FINX) stake by 20% in Q1 2022, selling an estimated $94.1K and leaving 11,289 shares worth $361K. The position accounts for 0.13% of the portfolio, ranked #120.

Winfield Associates first reported a position in FINX in Q3 2020 and has held it in 7 quarters since. The position peaked at $776K in Q3 2021. 149 funds tracked by Wall St. Rank hold FINX as of Q1 2022.

Winfield Associates held 11,289 shares of Global X FinTech ETF worth $361K as of Q1 2022.
Winfield Associates sold 2,875 Global X FinTech ETF shares in Q1 2022, an estimated $94.1K.
Global X FinTech ETF made up 0.13% of Winfield Associates's portfolio in Q1 2022, its #120 holding.
Winfield Associates first reported a position in Global X FinTech ETF in Q3 2020 and has held it in 7 quarters since.
Winfield Associates's Global X FinTech ETF position peaked at $776K in Q3 2021.
149 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2022.

Based on Winfield Associates's 13F filing for Q1 2022, filed 5 Apr 2022.