Herbst Group’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Herbst Group’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 Q4	–	Sell	-71,518	Closed	-$1.68M	–	64
2023 Q3	$1.68M	Sell	71,518 -847	-1%	-$21.4K	1.2%	34
2023 Q2	$1.88M	Sell	72,365 -1,543	-2%	-$36.5K	1.3%	34
2023 Q1	$1.76M	Sell	73,908 -300	-0.4%	-$6.9K	1.24%	36
2022 Q4	$1.47M	Sell	74,208 -450	-0.6%	-$9.62K	1.19%	38
2022 Q3	$1.5M	Buy	74,658 +800	+1%	+$18.6K	1.23%	35
2022 Q2	$1.58M	Sell	73,858 -90	-0.1%	-$2.17K	1.25%	35
2022 Q1	$2.04M	Sell	73,948 -2,197	-3%	-$61.3K	1.33%	36
2021 Q4	$2.33M	Buy	+76,145	New	+$2.29M	1.43%	34

Other funds holding DRIV

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Herbst Group's DRIV Position: Q4 2023 in Review

Herbst Group sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q4 2023, closing a stake of 71,518 shares — an estimated $1.68M sold.

Herbst Group first reported a position in DRIV in Q4 2021 and held it in 8 quarters. The position peaked at $2.33M in Q4 2021. 188 funds tracked by Wall St. Rank hold DRIV as of Q4 2023.

Herbst Group reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q4 2023 after selling out during the quarter.
Herbst Group sold 71,518 Global X Autonomous & Electric Vehicles ETF shares in Q4 2023, an estimated $1.68M.
Herbst Group first reported a position in Global X Autonomous & Electric Vehicles ETF in Q4 2021 and held it in 8 quarters.
Herbst Group's Global X Autonomous & Electric Vehicles ETF position peaked at $2.33M in Q4 2021.
188 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q4 2023.

Based on Herbst Group's 13F filing for Q4 2023, filed 12 Jan 2024.