CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Global X Cloud Computing ETF CLOU Stock Holding History

CAPTRUST Financial Advisors’s Portfolio CLOU Stock Details CLOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,235
Closed -$210K – 2313
2024
Q3 		$210K Sell
10,235
-5,447
-35% -$107K ﹤0.01% 2101
2024
Q2 		$308K Sell
15,682
-184
-1% -$3.71K ﹤0.01% 1794
2024
Q1 		$345K Sell
15,866
-1,118
-7% -$24.7K ﹤0.01% 1693
2023
Q4 		$385K Sell
16,984
-3,423
-17% -$68.2K ﹤0.01% 1937
2023
Q3 		$384K Sell
20,407
-253
-1% -$5.05K ﹤0.01% 1829
2023
Q2 		$410K Buy
20,660
+8,771
+74% +$158K ﹤0.01% 1738
2023
Q1 		$218K Buy
+11,889
New +$207K ﹤0.01% 1995
2022
Q3 		– Sell
-6,194
Closed -$102K – 2422
2022
Q2 		$102K Sell
6,194
-5,905
-49% -$110K ﹤0.01% 2179
2022
Q1 		$266K Sell
12,099
-239
-2% -$5.27K ﹤0.01% 1529
2021
Q4 		$333K Sell
12,338
-1,400
-10% -$41.1K ﹤0.01% 1330
2021
Q3 		$402K Sell
13,738
-918
-6% -$27.1K ﹤0.01% 1134
2021
Q2 		$418K Hold
14,656
– – ﹤0.01% 1072
2021
Q1 		$377K Sell
14,656
-799
-5% -$22K ﹤0.01% 1098
2020
Q4 		$431K Buy
15,455
+2,290
+17% +$58.8K 0.01% 888
2020
Q3 		$321K Buy
13,165
+3,665
+39% +$83.4K 0.01% 847
2020
Q2 		$210K Buy
+9,500
New +$175K ﹤0.01% 1011

Other funds holding CLOU

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

CAPTRUST Financial Advisors's CLOU Position: Q4 2024 in Review

CAPTRUST Financial Advisors sold out of Global X Cloud Computing ETF (CLOU) in Q4 2024, closing a stake of 10,235 shares — an estimated $210K sold.

CAPTRUST Financial Advisors first reported a position in CLOU in Q2 2020 and held it in 16 quarters. The position peaked at $431K in Q4 2020. 101 funds tracked by Wall St. Rank hold CLOU as of Q4 2024.

  • CAPTRUST Financial Advisors reported no remaining Global X Cloud Computing ETF position as of Q4 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 10,235 Global X Cloud Computing ETF shares in Q4 2024, an estimated $210K.
  • CAPTRUST Financial Advisors first reported a position in Global X Cloud Computing ETF in Q2 2020 and held it in 16 quarters.
  • CAPTRUST Financial Advisors's Global X Cloud Computing ETF position peaked at $431K in Q4 2020.
  • 101 funds tracked by Wall St. Rank held Global X Cloud Computing ETF as of Q4 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.