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Bogart Wealth LLC’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Bogart Wealth LLC’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
2022
Q3 		– Sell
-25
Closed -$1K – 1024
2022
Q2 		$1K Hold
25
– – ﹤0.01% 827
2022
Q1 		$1K Hold
25
– – ﹤0.01% 728
2021
Q4 		$1K Hold
25
– – ﹤0.01% 696
2021
Q3 		$1K Hold
25
– – ﹤0.01% 675
2021
Q2 		$1K Hold
25
– – ﹤0.01% 638
2021
Q1 		$1K Buy
+25
New +$672 ﹤0.01% 587

Other funds holding DRIV

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Bogart Wealth LLC's DRIV Position: Q3 2022 in Review

Bogart Wealth LLC sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q3 2022, closing a stake of 25 shares — an estimated $1K sold.

Bogart Wealth LLC first reported a position in DRIV in Q1 2021 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 187 funds tracked by Wall St. Rank hold DRIV as of Q3 2022.

  • Bogart Wealth LLC reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q3 2022 after selling out during the quarter.
  • Bogart Wealth LLC sold 25 Global X Autonomous & Electric Vehicles ETF shares in Q3 2022, an estimated $1K.
  • Bogart Wealth LLC first reported a position in Global X Autonomous & Electric Vehicles ETF in Q1 2021 and held it in 6 quarters.
  • Bogart Wealth LLC's Global X Autonomous & Electric Vehicles ETF position peaked at $1K in Q2 2022.
  • 187 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q3 2022.

Based on Bogart Wealth LLC's 13F filing for Q3 2022, filed 3 Nov 2022.