Legacy Wealth Partners (California)’s Global X Cloud Computing ETF CLOU Stock Holding History

Legacy Wealth Partners (California)’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
2021 Q2	$604K	Sell	21,163 -5,497	-21%	-$147K	0.34%	64
2021 Q1	$686K	Buy	26,660 +10,050	+61%	+$276K	0.4%	57
2020 Q4	$463K	Buy	16,610 +1,023	+7%	+$26.3K	0.29%	62
2020 Q3	$372K	Buy	15,587 +1,643	+12%	+$37.4K	0.26%	63
2020 Q2	$299K	Buy	+13,944	New	+$257K	0.23%	75

Other funds holding CLOU

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Legacy Wealth Partners (California)'s CLOU Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its Global X Cloud Computing ETF (CLOU) stake by 21% in Q2 2021, selling an estimated $147K and leaving 21,163 shares worth $604K. The position accounts for 0.34% of the portfolio, ranked #64.

Legacy Wealth Partners (California) first reported a position in CLOU in Q2 2020 and has held it in 5 quarters since. The position peaked at $686K in Q1 2021. 151 funds tracked by Wall St. Rank hold CLOU as of Q2 2021.

Legacy Wealth Partners (California) held 21,163 shares of Global X Cloud Computing ETF worth $604K as of Q2 2021.
Legacy Wealth Partners (California) sold 5,497 Global X Cloud Computing ETF shares in Q2 2021, an estimated $147K.
Global X Cloud Computing ETF made up 0.34% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #64 holding.
Legacy Wealth Partners (California) first reported a position in Global X Cloud Computing ETF in Q2 2020 and has held it in 5 quarters since.
Legacy Wealth Partners (California)'s Global X Cloud Computing ETF position peaked at $686K in Q1 2021.
151 funds tracked by Wall St. Rank held Global X Cloud Computing ETF as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.