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Fernwood Investment Management’s Global X Data Center & Digital Infrastructure ETF DTCR Stock Holding History

Fernwood Investment Management’s Portfolio DTCR Stock Details DTCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$243K Buy
+14,665
New +$253K 0.08% 146

Other funds holding DTCR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HW
Hedeker Wealth Lincolnshire, Illinois $474M AUM 41.25% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
PW
Potentia Wealth San Jose, California $259M AUM 19.98% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Fernwood Investment Management opened a new position in Global X Data Center & Digital Infrastructure ETF (DTCR) in Q4 2024: 14,665 shares worth $243K. The stake represents 0.08% of the portfolio and ranks #146 among its holdings.

88 funds tracked by Wall St. Rank hold DTCR as of Q4 2024.

  • Fernwood Investment Management held 14,665 shares of Global X Data Center & Digital Infrastructure ETF worth $243K as of Q4 2024.
  • Global X Data Center & Digital Infrastructure ETF was a new Fernwood Investment Management position in Q4 2024.
  • Global X Data Center & Digital Infrastructure ETF made up 0.08% of Fernwood Investment Management's portfolio in Q4 2024, its #146 holding.
  • 88 funds tracked by Wall St. Rank held Global X Data Center & Digital Infrastructure ETF as of Q4 2024.

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