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

Beam 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
2023 Q3	–	Sell	-28,308	Closed	-$737K	–	101
2023 Q2	$737K	Hold	28,308	–	–	0.51%	39
2023 Q1	$675K	Sell	28,308 -818	-3%	-$18.8K	0.68%	43
2022 Q4	$579K	Sell	29,126 -130	-0.4%	-$2.78K	0.6%	49
2022 Q3	$589K	Hold	29,256	–	–	0.66%	52
2022 Q2	$628K	Sell	29,256 -3,460	-11%	-$83.2K	0.7%	50
2022 Q1	$902K	Buy	32,716 +1,712	+6%	+$47.8K	1.04%	33
2021 Q4	$947K	Buy	31,004 +22,684	+273%	+$681K	1.08%	32
2021 Q3	$228K	Sell	8,320 -333	-4%	-$9.39K	0.2%	124
2021 Q2	$245K	Hold	8,653	–	–	0.21%	119
2021 Q1	$230K	Buy	+8,653	New	+$233K	0.21%	119

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

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

DWM

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

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

Bensler Bellevue, Washington $969M AUM 20.69% 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

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

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

Beam Wealth Advisors's DRIV Position: Q3 2023 in Review

Beam Wealth Advisors sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q3 2023, closing a stake of 28,308 shares — an estimated $737K sold.

Beam Wealth Advisors first reported a position in DRIV in Q1 2021 and held it in 10 quarters. The position peaked at $947K in Q4 2021. 185 funds tracked by Wall St. Rank hold DRIV as of Q3 2023.

Beam Wealth Advisors reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q3 2023 after selling out during the quarter.
Beam Wealth Advisors sold 28,308 Global X Autonomous & Electric Vehicles ETF shares in Q3 2023, an estimated $737K.
Beam Wealth Advisors first reported a position in Global X Autonomous & Electric Vehicles ETF in Q1 2021 and held it in 10 quarters.
Beam Wealth Advisors's Global X Autonomous & Electric Vehicles ETF position peaked at $947K in Q4 2021.
185 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q3 2023.

Based on Beam Wealth Advisors's 13F filing for Q3 2023, filed 26 Oct 2023.