CWM
DRIV icon

Curi Wealth Management’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Curi Wealth Management’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
2022
Q3 		– Sell
-119
Closed -$3K – 332
2022
Q2 		$3K Buy
+119
New +$2.86K ﹤0.01% 488

Other funds holding DRIV

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Curi Wealth Management's DRIV Position: Q3 2022 in Review

Curi Wealth Management sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q3 2022, closing a stake of 119 shares — an estimated $3K sold.

Curi Wealth Management first reported a position in DRIV in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 187 funds tracked by Wall St. Rank hold DRIV as of Q3 2022.

  • Curi Wealth Management reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 119 Global X Autonomous & Electric Vehicles ETF shares in Q3 2022, an estimated $3K.
  • Curi Wealth Management first reported a position in Global X Autonomous & Electric Vehicles ETF in Q2 2022 and held it in 1 quarter.
  • Curi Wealth Management's Global X Autonomous & Electric Vehicles ETF position peaked at $3K in Q2 2022.
  • 187 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.