CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

CAPTRUST Financial 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
2024
Q3 		– Sell
-9,507
Closed -$223K – 2315
2024
Q2 		$223K Buy
9,507
+687
+8% +$16.5K ﹤0.01% 1981
2024
Q1 		$218K Buy
8,820
+695
+9% +$16.5K ﹤0.01% 1960
2023
Q4 		$200K Sell
8,125
-3,432
-30% -$78.7K ﹤0.01% 2402
2023
Q3 		$271K Buy
11,557
+550
+5% +$13.9K ﹤0.01% 2062
2023
Q2 		$287K Buy
+11,007
New +$261K ﹤0.01% 2012
2022
Q3 		– Sell
-1,799
Closed -$39K – 2582
2022
Q2 		$39K Sell
1,799
-3,152
-64% -$75.8K ﹤0.01% 2942
2022
Q1 		$136K Sell
4,951
-1,549
-24% -$43.2K ﹤0.01% 2025
2021
Q4 		$199K Buy
6,500
+1,014
+18% +$30.5K ﹤0.01% 1644
2021
Q3 		$150K Sell
5,486
-1,179
-18% -$33.2K ﹤0.01% 1764
2021
Q2 		$189K Buy
6,665
+720
+12% +$19.7K ﹤0.01% 1563
2021
Q1 		$158K Buy
5,945
+5,045
+561% +$136K ﹤0.01% 1643
2020
Q4 		$22K Buy
900
+400
+80% +$8.17K ﹤0.01% 2201
2020
Q3 		$9K Hold
500
– – ﹤0.01% 2321
2020
Q2 		$7K Buy
+500
New +$6.52K ﹤0.01% 2299

Other funds holding DRIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CAPTRUST Financial Advisors's DRIV Position: Q3 2024 in Review

CAPTRUST Financial Advisors sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q3 2024, closing a stake of 9,507 shares — an estimated $223K sold.

CAPTRUST Financial Advisors first reported a position in DRIV in Q2 2020 and held it in 14 quarters. The position peaked at $287K in Q2 2023. 137 funds tracked by Wall St. Rank hold DRIV as of Q3 2024.

  • CAPTRUST Financial Advisors reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q3 2024 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 9,507 Global X Autonomous & Electric Vehicles ETF shares in Q3 2024, an estimated $223K.
  • CAPTRUST Financial Advisors first reported a position in Global X Autonomous & Electric Vehicles ETF in Q2 2020 and held it in 14 quarters.
  • CAPTRUST Financial Advisors's Global X Autonomous & Electric Vehicles ETF position peaked at $287K in Q2 2023.
  • 137 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q3 2024.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.