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

Claro 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	-8,542	Closed	-$201K	–	395
2023 Q3	$201K	Sell	8,542 -276	-3%	-$6.99K	0.05%	348
2023 Q2	$230K	Buy	8,818 +50	+0.6%	+$1.18K	0.06%	320
2023 Q1	$209K	Buy	+8,768	New	+$202K	0.06%	317
2022 Q4	–	Sell	-12,499	Closed	-$268K	–	332
2022 Q3	$268K	Hold	12,499	–	–	0.11%	208
2022 Q2	$268K	Buy	12,499 +1,450	+13%	+$34.9K	0.11%	208
2022 Q1	$337K	Hold	11,049	–	–	0.12%	184
2021 Q4	$337K	Buy	11,049 +1,433	+15%	+$43K	0.12%	184
2021 Q3	$264K	Buy	9,616 +986	+11%	+$27.8K	0.11%	194
2021 Q2	$244K	Buy	+8,630	New	+$237K	0.11%	196

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

Claro Advisors's DRIV Position: Q4 2023 in Review

Claro Advisors sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q4 2023, closing a stake of 8,542 shares — an estimated $201K sold.

Claro Advisors first reported a position in DRIV in Q2 2021 and held it in 9 quarters. The position peaked at $337K in Q1 2022. 188 funds tracked by Wall St. Rank hold DRIV as of Q4 2023.

Claro Advisors reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q4 2023 after selling out during the quarter.
Claro Advisors sold 8,542 Global X Autonomous & Electric Vehicles ETF shares in Q4 2023, an estimated $201K.
Claro Advisors first reported a position in Global X Autonomous & Electric Vehicles ETF in Q2 2021 and held it in 9 quarters.
Claro Advisors's Global X Autonomous & Electric Vehicles ETF position peaked at $337K in Q1 2022.
188 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q4 2023.

Based on Claro Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.