Winslow Evans & Crocker’s Global X FinTech ETF FINX Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$6K	Buy	130 +50	+63%	+$2.08K	﹤0.01%	1041
2020 Q3	$3K	Hold	80	–	–	﹤0.01%	946
2020 Q2	$3K	Hold	80	–	–	﹤0.01%	974
2020 Q1	$2K	Hold	80	–	–	﹤0.01%	1002
2019 Q4	$4K	Hold	80	–	–	﹤0.01%	991
2019 Q3	$4K	Buy	+80	New	+$2.36K	﹤0.01%	983

Other funds holding FINX

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

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

BWFA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

SAS

Stelac Advisory Services New York $494M AUM 23.25% 1-Year Est. Return

Winslow Evans & Crocker's FINX Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Global X FinTech ETF (FINX) stake by 63% in Q4 2020, buying an estimated $2.08K and bringing the position to 130 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Winslow Evans & Crocker first reported a position in FINX in Q3 2019 and has held it in 6 quarters since. 116 funds tracked by Wall St. Rank hold FINX as of Q4 2020.

Winslow Evans & Crocker held 130 shares of Global X FinTech ETF worth $6K as of Q4 2020.
Winslow Evans & Crocker bought 50 Global X FinTech ETF shares in Q4 2020, an estimated $2.08K.
Global X FinTech ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1041 holding.
Winslow Evans & Crocker first reported a position in Global X FinTech ETF in Q3 2019 and has held it in 6 quarters since.
116 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.