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Fernwood Investment Management’s Global X Cloud Computing ETF CLOU Stock Holding History

Fernwood Investment Management’s Portfolio CLOU Stock Details CLOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.09M Sell
45,635
-1,385
-3% -$31.6K 0.38% 61
2024
Q3 		$966K Sell
47,020
-4,200
-8% -$82.8K 0.31% 77
2024
Q2 		$1.01M Sell
51,220
-1,800
-3% -$36.3K 0.31% 75
2024
Q1 		$1.15M Buy
53,020
+1,570
+3% +$34.7K 0.34% 71
2023
Q4 		$1.17M Sell
51,450
-5,500
-10% -$110K 0.38% 71
2023
Q3 		$1.07M Sell
56,950
-200
-0.3% -$3.99K 0.39% 74
2023
Q2 		$1.13M Sell
57,150
-75
-0.1% -$1.35K 0.4% 73
2023
Q1 		$1.05M Sell
57,225
-275
-0.5% -$4.8K 0.4% 74
2022
Q4 		$922K Hold
57,500
– – 0.38% 76
2022
Q3 		$918K Sell
57,500
-320
-0.6% -$5.55K 0.39% 73
2022
Q2 		$953K Sell
57,820
-500
-0.9% -$9.29K 0.41% 73
2022
Q1 		$1.28M Sell
58,320
-3,652
-6% -$80.5K 0.45% 67
2021
Q4 		$1.64M Sell
61,972
-36
-0.1% -$1.06K 0.54% 56
2021
Q3 		$1.82M Sell
62,008
-104
-0.2% -$3.07K 0.62% 44
2021
Q2 		$1.77M Buy
62,112
+137
+0.2% +$3.67K 0.59% 49
2021
Q1 		$1.59M Buy
61,975
+1,400
+2% +$38.5K 0.59% 47
2020
Q4 		$1.69M Buy
60,575
+2,350
+4% +$60.3K 0.67% 44
2020
Q3 		$1.39M Buy
58,225
+22,225
+62% +$506K 0.66% 46
2020
Q2 		$771K Buy
36,000
+21,000
+140% +$387K 0.38% 77
2020
Q1 		$219K Hold
15,000
– – 0.14% 131
2019
Q4 		$236K Buy
+15,000
New +$228K 0.11% 136

Other funds holding CLOU

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Fernwood Investment Management's CLOU Position: Q4 2024 in Review

Fernwood Investment Management reduced its Global X Cloud Computing ETF (CLOU) stake by 2.9% in Q4 2024, selling an estimated $31.6K and leaving 45,635 shares worth $1.09M. The position accounts for 0.38% of the portfolio, ranked #61.

Fernwood Investment Management first reported a position in CLOU in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.82M in Q3 2021. 101 funds tracked by Wall St. Rank hold CLOU as of Q4 2024.

  • Fernwood Investment Management held 45,635 shares of Global X Cloud Computing ETF worth $1.09M as of Q4 2024.
  • Fernwood Investment Management sold 1,385 Global X Cloud Computing ETF shares in Q4 2024, an estimated $31.6K.
  • Global X Cloud Computing ETF made up 0.38% of Fernwood Investment Management's portfolio in Q4 2024, its #61 holding.
  • Fernwood Investment Management first reported a position in Global X Cloud Computing ETF in Q4 2019 and has held it in 21 quarters since.
  • Fernwood Investment Management's Global X Cloud Computing ETF position peaked at $1.82M in Q3 2021.
  • 101 funds tracked by Wall St. Rank held Global X Cloud Computing ETF as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.