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Baker Avenue Asset Management’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Baker Avenue Asset Management’s Portfolio IDRV Stock Details IDRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-200
Closed -$6.77K – 1686
2022
Q4 		$6.77K Buy
+200
New +$7.2K ﹤0.01% 766

Other funds holding IDRV

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LPL Financial
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Baker Avenue Asset Management's IDRV Position: Q1 2023 in Review

Baker Avenue Asset Management sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q1 2023, closing a stake of 200 shares — an estimated $6.77K sold.

Baker Avenue Asset Management first reported a position in IDRV in Q4 2022 and held it in 1 quarter. The position peaked at $6.77K in Q4 2022. 118 funds tracked by Wall St. Rank hold IDRV as of Q1 2023.

  • Baker Avenue Asset Management reported no remaining iShares Self-Driving EV and Tech ETF position as of Q1 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 200 iShares Self-Driving EV and Tech ETF shares in Q1 2023, an estimated $6.77K.
  • Baker Avenue Asset Management first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2022 and held it in 1 quarter.
  • Baker Avenue Asset Management's iShares Self-Driving EV and Tech ETF position peaked at $6.77K in Q4 2022.
  • 118 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2023.

Based on Baker Avenue Asset Management's 13F filing for Q1 2023, filed 16 May 2023.