Atlas Private Wealth Advisors’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Atlas Private Wealth Advisors’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
2024 Q1	–	Sell	-12,596	Closed	-$311K	–	122
2023 Q4	$311K	Sell	12,596 -1,396	-10%	-$32K	0.06%	118
2023 Q3	$329K	Sell	13,992 -1,051	-7%	-$26.6K	0.06%	137
2023 Q2	$392K	Buy	15,043 +6,626	+79%	+$157K	0.08%	124
2023 Q1	$201K	Buy	+8,417	New	+$194K	0.09%	123
2022 Q2	–	Sell	-7,665	Closed	-$211K	–	133
2022 Q1	$211K	Buy	+7,665	New	+$214K	0.09%	128
2021 Q4	–	Sell	-5,558	Closed	-$152K	–	302
2021 Q3	$152K	Buy	5,558 +290	+6%	+$8.18K	0.08%	146
2021 Q2	$149K	Buy	5,268 +594	+13%	+$16.3K	0.08%	131
2021 Q1	$124K	Buy	4,674 +2,174	+87%	+$58.5K	0.07%	143
2020 Q4	$60K	Buy	+2,500	New	+$51.1K	0.04%	198

Other funds holding DRIV

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

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

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

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

DWM

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

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Atlas Private Wealth Advisors's DRIV Position: Q1 2024 in Review

Atlas Private Wealth Advisors sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q1 2024, closing a stake of 12,596 shares — an estimated $311K sold.

Atlas Private Wealth Advisors first reported a position in DRIV in Q4 2020 and held it in 9 quarters. The position peaked at $392K in Q2 2023. 168 funds tracked by Wall St. Rank hold DRIV as of Q1 2024.

Atlas Private Wealth Advisors reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q1 2024 after selling out during the quarter.
Atlas Private Wealth Advisors sold 12,596 Global X Autonomous & Electric Vehicles ETF shares in Q1 2024, an estimated $311K.
Atlas Private Wealth Advisors first reported a position in Global X Autonomous & Electric Vehicles ETF in Q4 2020 and held it in 9 quarters.
Atlas Private Wealth Advisors's Global X Autonomous & Electric Vehicles ETF position peaked at $392K in Q2 2023.
168 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q1 2024.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2024, filed 6 May 2024.