Asset Dedication LLC’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Asset Dedication LLC’s Portfolio DRIV Stock Details DRIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-242	Closed	-$5K	–	1026
2022 Q3	$5K	Hold	242	–	–	﹤0.01%	709
2022 Q2	$5K	Hold	242	–	–	﹤0.01%	390
2022 Q1	$7K	Hold	242	–	–	﹤0.01%	692
2021 Q4	$7K	Hold	242	–	–	﹤0.01%	691
2021 Q3	$7K	Hold	242	–	–	﹤0.01%	746
2021 Q2	$7K	Buy	+242	New	+$6.63K	﹤0.01%	675

Other funds holding DRIV

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Asset Dedication LLC's DRIV Position: Q4 2022 in Review

Asset Dedication LLC sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q4 2022, closing a stake of 242 shares — an estimated $5K sold.

Asset Dedication LLC first reported a position in DRIV in Q2 2021 and held it in 6 quarters. The position peaked at $7K in Q1 2022. 187 funds tracked by Wall St. Rank hold DRIV as of Q4 2022.

Asset Dedication LLC reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q4 2022 after selling out during the quarter.
Asset Dedication LLC sold 242 Global X Autonomous & Electric Vehicles ETF shares in Q4 2022, an estimated $5K.
Asset Dedication LLC first reported a position in Global X Autonomous & Electric Vehicles ETF in Q2 2021 and held it in 6 quarters.
Asset Dedication LLC's Global X Autonomous & Electric Vehicles ETF position peaked at $7K in Q1 2022.
187 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q4 2022.

Based on Asset Dedication LLC's 13F filing for Q4 2022, filed 19 Jan 2023.