Baystate Wealth Management’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Baystate Wealth Management’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
2023 Q4	$9.09K	Hold	368	–	–	﹤0.01%	747
2023 Q3	$8.65K	Buy	368 +3	+0.8%	+$76	﹤0.01%	606
2023 Q2	$9.53K	Hold	365	–	–	﹤0.01%	582
2023 Q1	$8.72K	Buy	365 +2	+0.6%	+$46	﹤0.01%	585
2022 Q4	$7K	Hold	363	–	–	﹤0.01%	641
2022 Q3	$7K	Buy	363 +2	+0.6%	+$46	﹤0.01%	600
2022 Q2	$8K	Hold	361	–	–	﹤0.01%	601
2022 Q1	$10K	Hold	361	–	–	﹤0.01%	578
2021 Q4	$11K	Hold	361	–	–	﹤0.01%	556
2021 Q3	$10K	Buy	+361	New	+$10.2K	﹤0.01%	521

Other funds holding DRIV

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

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

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

Bensler Bellevue, Washington $969M AUM 20.69% 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

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

RJFSA

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

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

Baystate Wealth Management's DRIV Position: Q4 2023 in Review

Baystate Wealth Management held its Global X Autonomous & Electric Vehicles ETF (DRIV) position steady in Q4 2023 at 368 shares worth $9.09K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Baystate Wealth Management first reported a position in DRIV in Q3 2021 and has held it in 10 quarters since. The position peaked at $11K in Q4 2021. 188 funds tracked by Wall St. Rank hold DRIV as of Q4 2023.

Baystate Wealth Management held 368 shares of Global X Autonomous & Electric Vehicles ETF worth $9.09K as of Q4 2023.
Baystate Wealth Management left its Global X Autonomous & Electric Vehicles ETF share count unchanged in Q4 2023.
Global X Autonomous & Electric Vehicles ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #747 holding.
Baystate Wealth Management first reported a position in Global X Autonomous & Electric Vehicles ETF in Q3 2021 and has held it in 10 quarters since.
Baystate Wealth Management's Global X Autonomous & Electric Vehicles ETF position peaked at $11K in Q4 2021.
188 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.