CWP
GXDW

Concord Wealth Partners’s Global X Funds Global X Dorsey Wright Thematic ETF GXDW Stock Holding History

Concord Wealth Partners’s Portfolio GXDW Stock Details GXDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1
Closed – – 1220
2022
Q2 		$0 Sell
1
-144
-99% -$4.57K ﹤0.01% 1401
2022
Q1 		$5K Buy
+145
New +$5.45K ﹤0.01% 934

Other funds holding GXDW

SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Concord Wealth Partners's GXDW Position: Q3 2022 in Review

Concord Wealth Partners sold out of Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) in Q3 2022, closing a stake of 1 share.

Concord Wealth Partners first reported a position in GXDW in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 32 funds tracked by Wall St. Rank hold GXDW as of Q3 2022.

  • Concord Wealth Partners reported no remaining Global X Funds Global X Dorsey Wright Thematic ETF position as of Q3 2022 after selling out during the quarter.
  • Concord Wealth Partners sold 1 Global X Funds Global X Dorsey Wright Thematic ETF share in Q3 2022.
  • Concord Wealth Partners first reported a position in Global X Funds Global X Dorsey Wright Thematic ETF in Q1 2022 and held it in 2 quarters.
  • Concord Wealth Partners's Global X Funds Global X Dorsey Wright Thematic ETF position peaked at $5K in Q1 2022.
  • 32 funds tracked by Wall St. Rank held Global X Funds Global X Dorsey Wright Thematic ETF as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.