FRG Family Wealth Advisors’s Global X Cloud Computing ETF CLOU Stock Holding History

FRG Family Wealth Advisors’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 Q2	–	Sell	-7,536	Closed	-$152K	–	181
2024 Q1	$152K	Buy	+7,536	New	+$167K	0.03%	150
2021 Q4	–	Sell	-7,390	Closed	-$216K	–	145
2021 Q3	$216K	Hold	7,390	–	–	0.04%	131
2021 Q2	$211K	Buy	+7,390	New	+$198K	0.04%	135
2021 Q1	–	Sell	-7,390	Closed	-$206K	–	134
2020 Q4	$206K	Buy	+7,390	New	+$190K	0.04%	128

Other funds holding CLOU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

FRG Family Wealth Advisors's CLOU Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Global X Cloud Computing ETF (CLOU) in Q2 2024, closing a stake of 7,536 shares — an estimated $152K sold.

FRG Family Wealth Advisors first reported a position in CLOU in Q4 2020 and held it in 4 quarters. The position peaked at $216K in Q3 2021. 108 funds tracked by Wall St. Rank hold CLOU as of Q2 2024.

FRG Family Wealth Advisors reported no remaining Global X Cloud Computing ETF position as of Q2 2024 after selling out during the quarter.
FRG Family Wealth Advisors sold 7,536 Global X Cloud Computing ETF shares in Q2 2024, an estimated $152K.
FRG Family Wealth Advisors first reported a position in Global X Cloud Computing ETF in Q4 2020 and held it in 4 quarters.
FRG Family Wealth Advisors's Global X Cloud Computing ETF position peaked at $216K in Q3 2021.
108 funds tracked by Wall St. Rank held Global X Cloud Computing ETF as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.