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

Beaird Harris 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
2024 Q3	–	Sell	-300	Closed	-$7.04K	–	576
2024 Q2	$7.04K	Hold	300	–	–	﹤0.01%	418
2024 Q1	$7.41K	Buy	300 +3	+1%	+$71	﹤0.01%	354
2023 Q4	$7.33K	Hold	297	–	–	﹤0.01%	352
2023 Q3	$6.98K	Buy	297 +2	+0.7%	+$51	﹤0.01%	289
2023 Q2	$7.68K	Buy	295 +50	+20%	+$1.18K	﹤0.01%	285
2023 Q1	$5.84K	Buy	245 +2	+0.8%	+$46	﹤0.01%	306
2022 Q4	$4.84K	Hold	243	–	–	﹤0.01%	423
2022 Q3	$5K	Buy	+243	New	+$5.64K	﹤0.01%	340
2022 Q2	–	Sell	-242	Closed	-$7K	–	458
2022 Q1	$7K	Hold	242	–	–	﹤0.01%	381
2021 Q4	$7K	Buy	+242	New	+$7.27K	﹤0.01%	439

Other funds holding DRIV

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Beaird Harris Wealth Management's DRIV Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q3 2024, closing a stake of 300 shares — an estimated $7.04K sold.

Beaird Harris Wealth Management first reported a position in DRIV in Q4 2021 and held it in 10 quarters. The position peaked at $7.68K in Q2 2023. 137 funds tracked by Wall St. Rank hold DRIV as of Q3 2024.

Beaird Harris Wealth Management reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 300 Global X Autonomous & Electric Vehicles ETF shares in Q3 2024, an estimated $7.04K.
Beaird Harris Wealth Management first reported a position in Global X Autonomous & Electric Vehicles ETF in Q4 2021 and held it in 10 quarters.
Beaird Harris Wealth Management's Global X Autonomous & Electric Vehicles ETF position peaked at $7.68K in Q2 2023.
137 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.