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Haverford Trust Company’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Haverford Trust Company’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
2023
Q2 		– Sell
-10,641
Closed -$254K – 366
2023
Q1 		$254K Buy
+10,641
New +$245K ﹤0.01% 331

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LPL Financial
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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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Haverford Trust Company's DRIV Position: Q2 2023 in Review

Haverford Trust Company sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q2 2023, closing a stake of 10,641 shares — an estimated $254K sold.

Haverford Trust Company first reported a position in DRIV in Q1 2023 and held it in 1 quarter. The position peaked at $254K in Q1 2023. 205 funds tracked by Wall St. Rank hold DRIV as of Q2 2023.

  • Haverford Trust Company reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q2 2023 after selling out during the quarter.
  • Haverford Trust Company sold 10,641 Global X Autonomous & Electric Vehicles ETF shares in Q2 2023, an estimated $254K.
  • Haverford Trust Company first reported a position in Global X Autonomous & Electric Vehicles ETF in Q1 2023 and held it in 1 quarter.
  • Haverford Trust Company's Global X Autonomous & Electric Vehicles ETF position peaked at $254K in Q1 2023.
  • 205 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q2 2023.

Based on Haverford Trust Company's 13F filing for Q2 2023, filed 8 Aug 2023.