KMG Fiduciary Partners’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

KMG Fiduciary Partners’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 Q3	–	Sell	-14,063	Closed	-$366K	–	224
2023 Q2	$366K	Sell	14,063 -13,259	-49%	-$314K	0.05%	191
2023 Q1	$651K	Sell	27,322 -1,046	-4%	-$24.1K	0.09%	161
2022 Q4	$564K	Sell	28,368 -8,980	-24%	-$192K	0.09%	157
2022 Q3	$751K	Sell	37,348 -41,711	-53%	-$968K	0.14%	123
2022 Q2	$1.7M	Sell	79,059 -19,260	-20%	-$463K	0.32%	81
2022 Q1	$2.71M	Sell	98,319 -7,897	-7%	-$220K	0.43%	56
2021 Q4	$3.24M	Sell	106,216 -11,313	-10%	-$340K	0.5%	54
2021 Q3	$3.22M	Sell	117,529 -12,823	-10%	-$362K	0.55%	46
2021 Q2	$3.69M	Sell	130,352 -742	-0.6%	-$20.3K	0.65%	42
2021 Q1	$3.48M	Buy	+131,094	New	+$3.53M	0.68%	40

Other funds holding DRIV

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

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

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

DWM

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

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

Bensler Bellevue, Washington $969M AUM 20.69% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KMG Fiduciary Partners's DRIV Position: Q3 2023 in Review

KMG Fiduciary Partners sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q3 2023, closing a stake of 14,063 shares — an estimated $366K sold.

KMG Fiduciary Partners first reported a position in DRIV in Q1 2021 and held it in 10 quarters. The position peaked at $3.69M in Q2 2021. 185 funds tracked by Wall St. Rank hold DRIV as of Q3 2023.

KMG Fiduciary Partners reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q3 2023 after selling out during the quarter.
KMG Fiduciary Partners sold 14,063 Global X Autonomous & Electric Vehicles ETF shares in Q3 2023, an estimated $366K.
KMG Fiduciary Partners first reported a position in Global X Autonomous & Electric Vehicles ETF in Q1 2021 and held it in 10 quarters.
KMG Fiduciary Partners's Global X Autonomous & Electric Vehicles ETF position peaked at $3.69M in Q2 2021.
185 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q3 2023.

Based on KMG Fiduciary Partners's 13F filing for Q3 2023, filed 25 Oct 2023.