Cedar Brook Financial Partners’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Cedar Brook Financial 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 Q2	–	Sell	-8,884	Closed	-$219K	–	117
2024 Q1	$219K	Buy	8,884 +203	+2%	+$4.81K	0.04%	400
2023 Q4	$204K	Buy	8,681 +41	+0.5%	+$941	0.05%	394
2023 Q3	$203K	Buy	8,640 +354	+4%	+$8.96K	0.05%	350
2023 Q2	$216K	Buy	+8,286	New	+$196K	0.05%	364

Other funds holding DRIV

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

RJFSA

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

Cedar Brook Financial Partners's DRIV Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q2 2024, closing a stake of 8,884 shares — an estimated $219K sold.

Cedar Brook Financial Partners first reported a position in DRIV in Q2 2023 and held it in 4 quarters. The position peaked at $219K in Q1 2024. 161 funds tracked by Wall St. Rank hold DRIV as of Q2 2024.

Cedar Brook Financial Partners reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 8,884 Global X Autonomous & Electric Vehicles ETF shares in Q2 2024, an estimated $219K.
Cedar Brook Financial Partners first reported a position in Global X Autonomous & Electric Vehicles ETF in Q2 2023 and held it in 4 quarters.
Cedar Brook Financial Partners's Global X Autonomous & Electric Vehicles ETF position peaked at $219K in Q1 2024.
161 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.