Carolina Wealth Advisors’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Carolina Wealth 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
2023 Q4	–	Sell	-90	Closed	-$2.11K	–	255
2023 Q3	$2.11K	Hold	90	–	–	﹤0.01%	218
2023 Q2	$2.34K	Hold	90	–	–	﹤0.01%	209
2023 Q1	$2.15K	Hold	90	–	–	﹤0.01%	216
2022 Q4	$2K	Hold	90	–	–	﹤0.01%	201
2022 Q3	$2K	Hold	90	–	–	﹤0.01%	205
2022 Q2	$2K	Hold	90	–	–	﹤0.01%	232
2022 Q1	$2K	Buy	+90	New	+$2.51K	﹤0.01%	245

Other funds holding DRIV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJFSA

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Carolina Wealth Advisors's DRIV Position: Q4 2023 in Review

Carolina Wealth Advisors sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q4 2023, closing a stake of 90 shares — an estimated $2.11K sold.

Carolina Wealth Advisors first reported a position in DRIV in Q1 2022 and held it in 7 quarters. The position peaked at $2.34K in Q2 2023. 188 funds tracked by Wall St. Rank hold DRIV as of Q4 2023.

Carolina Wealth Advisors reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q4 2023 after selling out during the quarter.
Carolina Wealth Advisors sold 90 Global X Autonomous & Electric Vehicles ETF shares in Q4 2023, an estimated $2.11K.
Carolina Wealth Advisors first reported a position in Global X Autonomous & Electric Vehicles ETF in Q1 2022 and held it in 7 quarters.
Carolina Wealth Advisors's Global X Autonomous & Electric Vehicles ETF position peaked at $2.34K in Q2 2023.
188 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q4 2023.

Based on Carolina Wealth Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.