Blue Bell Private Wealth Management’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Blue Bell Private 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 Q1	–	Sell	-100	Closed	-$2.47K	–	729
2023 Q4	$2.47K	Hold	100	–	–	﹤0.01%	612
2023 Q3	$2.35K	Sell	100 -100	-50%	-$2.53K	﹤0.01%	561
2023 Q2	$5.21K	Hold	200	–	–	﹤0.01%	497
2023 Q1	$4.77K	Hold	200	–	–	﹤0.01%	466
2022 Q4	$3.97K	Hold	200	–	–	﹤0.01%	490
2022 Q3	$4K	Hold	200	–	–	﹤0.01%	498
2022 Q2	$4K	Hold	200	–	–	﹤0.01%	543
2022 Q1	$6K	Hold	200	–	–	﹤0.01%	515
2021 Q4	$6K	Buy	+200	New	+$6.01K	﹤0.01%	491

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

Jane Street New York $777B AUM 61.18% 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

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

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

RJFSA

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

Blue Bell Private Wealth Management's DRIV Position: Q1 2024 in Review

Blue Bell Private Wealth Management sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q1 2024, closing a stake of 100 shares — an estimated $2.47K sold.

Blue Bell Private Wealth Management first reported a position in DRIV in Q4 2021 and held it in 9 quarters. The position peaked at $6K in Q1 2022. 168 funds tracked by Wall St. Rank hold DRIV as of Q1 2024.

Blue Bell Private Wealth Management reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q1 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 100 Global X Autonomous & Electric Vehicles ETF shares in Q1 2024, an estimated $2.47K.
Blue Bell Private Wealth Management first reported a position in Global X Autonomous & Electric Vehicles ETF in Q4 2021 and held it in 9 quarters.
Blue Bell Private Wealth Management's Global X Autonomous & Electric Vehicles ETF position peaked at $6K in Q1 2022.
168 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q1 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.