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

Concord Wealth 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 Q4	–	Sell	-300	Closed	-$7.04K	–	940
2024 Q3	$7.04K	Buy	+300	New	+$6.81K	﹤0.01%	592
2024 Q2	–	Sell	-400	Closed	-$9.88K	–	864
2024 Q1	$9.88K	Buy	+400	New	+$9.48K	﹤0.01%	572
2023 Q4	–	Sell	-550	Closed	-$12.9K	–	870
2023 Q3	$12.9K	Hold	550	–	–	﹤0.01%	576
2023 Q2	$14.3K	Sell	550 -150	-21%	-$3.55K	﹤0.01%	552
2023 Q1	$16.7K	Hold	700	–	–	﹤0.01%	516
2022 Q4	$13.9K	Buy	+700	New	+$15K	﹤0.01%	589
2022 Q3	–	Sell	-700	Closed	-$15K	–	404
2022 Q2	$15K	Hold	700	–	–	﹤0.01%	603
2022 Q1	$19K	Hold	700	–	–	﹤0.01%	639
2021 Q4	$21K	Hold	700	–	–	0.01%	630
2021 Q3	$19K	Hold	700	–	–	0.01%	381
2021 Q2	$20K	Hold	700	–	–	0.01%	500
2021 Q1	$19K	Hold	700	–	–	0.01%	481
2020 Q4	$17K	Buy	+700	New	+$14.3K	0.01%	326

Other funds holding DRIV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Concord Wealth Partners's DRIV Position: Q4 2024 in Review

Concord Wealth Partners sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q4 2024, closing a stake of 300 shares — an estimated $7.04K sold.

Concord Wealth Partners first reported a position in DRIV in Q4 2020 and held it in 13 quarters. The position peaked at $21K in Q4 2021. 136 funds tracked by Wall St. Rank hold DRIV as of Q4 2024.

Concord Wealth Partners reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q4 2024 after selling out during the quarter.
Concord Wealth Partners sold 300 Global X Autonomous & Electric Vehicles ETF shares in Q4 2024, an estimated $7.04K.
Concord Wealth Partners first reported a position in Global X Autonomous & Electric Vehicles ETF in Q4 2020 and held it in 13 quarters.
Concord Wealth Partners's Global X Autonomous & Electric Vehicles ETF position peaked at $21K in Q4 2021.
136 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.