Bank Julius Baer & Co
PAVE icon

Bank Julius Baer & Co’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Bank Julius Baer & Co’s Portfolio PAVE Stock Details PAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,285
Closed -$36K – 592
2023
Q1 		$36K Buy
+1,285
New +$36.4K ﹤0.01% 525
2022
Q3 		– Sell
-2,720
Closed -$62K – 620
2022
Q2 		$62K Buy
+2,720
New +$69.6K ﹤0.01% 519
2022
Q1 		– Sell
-4,001
Closed -$115K – 743
2021
Q4 		$115K Sell
4,001
-35,999
-90% -$1M ﹤0.01% 593
2021
Q3 		$1.02M Sell
40,000
-16
-0% -$422 0.01% 330
2021
Q2 		$1.03M Buy
+40,016
New +$1.04M 0.01% 342
2020
Q3 		– Sell
-32,971
Closed -$503K – 772
2020
Q2 		$503K Buy
+32,971
New +$460K 0.01% 362

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return