Castleview Partners’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Castleview Partners’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 Q1	–	Sell	-576	Closed	-$13.7K	–	898
2023 Q4	$14.2K	Buy	576 +453	+368%	+$10.4K	0.01%	478
2023 Q3	$2.89K	Hold	123	–	–	﹤0.01%	530
2023 Q2	$3.2K	Hold	123	–	–	﹤0.01%	551
2023 Q1	$2.93K	Hold	123	–	–	﹤0.01%	547
2022 Q4	$2.44K	Buy	+123	New	+$2.63K	﹤0.01%	503
2022 Q2	–	Sell	-129	Closed	-$3K	–	770
2022 Q1	$3K	Sell	129 -16,326	-99%	-$455K	﹤0.01%	607
2021 Q4	$539	Buy	+16,455	New	+$494K	﹤0.01%	503
2021 Q2	$3K	Buy	+100	New	+$2.74K	﹤0.01%	825

Other funds holding DRIV

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

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

Jane Street New York $777B AUM 61.18% 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

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

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

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

RJFSA

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

Castleview Partners's DRIV Position: Q1 2024 in Review

Castleview Partners sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q1 2024, closing a stake of 576 shares — an estimated $13.7K sold.

Castleview Partners first reported a position in DRIV in Q2 2021 and held it in 8 quarters. The position peaked at $14.2K in Q4 2023. 168 funds tracked by Wall St. Rank hold DRIV as of Q1 2024.

Castleview Partners reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q1 2024 after selling out during the quarter.
Castleview Partners sold 576 Global X Autonomous & Electric Vehicles ETF shares in Q1 2024, an estimated $13.7K.
Castleview Partners first reported a position in Global X Autonomous & Electric Vehicles ETF in Q2 2021 and held it in 8 quarters.
Castleview Partners's Global X Autonomous & Electric Vehicles ETF position peaked at $14.2K in Q4 2023.
168 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q1 2024.

Based on Castleview Partners's 13F filing for Q1 2024, filed 10 May 2024.