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

Evermay 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
2024 Q3	–	Sell	-160	Closed	-$3.79K	–	598
2024 Q2	$3.79K	Hold	160	–	–	﹤0.01%	511
2024 Q1	$3.95K	Hold	160	–	–	﹤0.01%	507
2023 Q4	$3.98K	Hold	160	–	–	﹤0.01%	490
2023 Q3	$3.76K	Hold	160	–	–	﹤0.01%	479
2023 Q2	$4.2K	Hold	160	–	–	﹤0.01%	466
2023 Q1	$3.81K	Hold	160	–	–	﹤0.01%	465
2022 Q4	$3.2K	Hold	160	–	–	﹤0.01%	478
2022 Q3	$3K	Hold	160	–	–	﹤0.01%	463
2022 Q2	$3K	Hold	160	–	–	﹤0.01%	458
2022 Q1	$4K	Hold	160	–	–	﹤0.01%	463
2021 Q4	$5K	Buy	+160	New	+$4.81K	﹤0.01%	445

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

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

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

FTUS

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

Evermay Wealth Management's DRIV Position: Q3 2024 in Review

Evermay Wealth Management sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q3 2024, closing a stake of 160 shares — an estimated $3.79K sold.

Evermay Wealth Management first reported a position in DRIV in Q4 2021 and held it in 11 quarters. The position peaked at $5K in Q4 2021. 137 funds tracked by Wall St. Rank hold DRIV as of Q3 2024.

Evermay Wealth Management reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q3 2024 after selling out during the quarter.
Evermay Wealth Management sold 160 Global X Autonomous & Electric Vehicles ETF shares in Q3 2024, an estimated $3.79K.
Evermay Wealth Management first reported a position in Global X Autonomous & Electric Vehicles ETF in Q4 2021 and held it in 11 quarters.
Evermay Wealth Management's Global X Autonomous & Electric Vehicles ETF position peaked at $5K in Q4 2021.
137 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q3 2024.

Based on Evermay Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.