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

BerganKDV 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
2021
Q2 		– Sell
-441
Closed -$12K – 990
2021
Q1 		$12K Buy
+441
New +$11.9K ﹤0.01% 555

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Bank of America
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return

BerganKDV Wealth Management's DRIV Position: Q2 2021 in Review

BerganKDV Wealth Management sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q2 2021, closing a stake of 441 shares — an estimated $12K sold.

BerganKDV Wealth Management first reported a position in DRIV in Q1 2021 and held it in 1 quarter. The position peaked at $12K in Q1 2021. 163 funds tracked by Wall St. Rank hold DRIV as of Q2 2021.

  • BerganKDV Wealth Management reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q2 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 441 Global X Autonomous & Electric Vehicles ETF shares in Q2 2021, an estimated $12K.
  • BerganKDV Wealth Management first reported a position in Global X Autonomous & Electric Vehicles ETF in Q1 2021 and held it in 1 quarter.
  • BerganKDV Wealth Management's Global X Autonomous & Electric Vehicles ETF position peaked at $12K in Q1 2021.
  • 163 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q2 2021.

Based on BerganKDV Wealth Management's 13F filing for Q2 2021, filed 10 Aug 2021.