CWM
DRIV icon

Castle Wealth Management’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Castle 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
2022
Q4 		– Sell
-260
Closed -$5K – 248
2022
Q3 		$5K Hold
260
– – ﹤0.01% 496
2022
Q2 		$6K Buy
+260
New +$6.25K ﹤0.01% 463

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Castle Wealth Management's DRIV Position: Q4 2022 in Review

Castle Wealth Management sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q4 2022, closing a stake of 260 shares — an estimated $5K sold.

Castle Wealth Management first reported a position in DRIV in Q2 2022 and held it in 2 quarters. The position peaked at $6K in Q2 2022. 187 funds tracked by Wall St. Rank hold DRIV as of Q4 2022.

  • Castle Wealth Management reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 260 Global X Autonomous & Electric Vehicles ETF shares in Q4 2022, an estimated $5K.
  • Castle Wealth Management first reported a position in Global X Autonomous & Electric Vehicles ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Global X Autonomous & Electric Vehicles ETF position peaked at $6K in Q2 2022.
  • 187 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.