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OneDigital Investment Advisors’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

OneDigital Investment Advisors’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
-8,127
Closed -$212K – 1002
2023
Q2 		$212K Sell
8,127
-580
-7% -$13.7K ﹤0.01% 941
2023
Q1 		$208K Buy
+8,707
New +$200K ﹤0.01% 906

Other funds holding DRIV

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
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
B
Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

OneDigital Investment Advisors's DRIV Position: Q3 2023 in Review

OneDigital Investment Advisors sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q3 2023, closing a stake of 8,127 shares — an estimated $212K sold.

OneDigital Investment Advisors first reported a position in DRIV in Q1 2023 and held it in 2 quarters. The position peaked at $212K in Q2 2023. 185 funds tracked by Wall St. Rank hold DRIV as of Q3 2023.

  • OneDigital Investment Advisors reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q3 2023 after selling out during the quarter.
  • OneDigital Investment Advisors sold 8,127 Global X Autonomous & Electric Vehicles ETF shares in Q3 2023, an estimated $212K.
  • OneDigital Investment Advisors first reported a position in Global X Autonomous & Electric Vehicles ETF in Q1 2023 and held it in 2 quarters.
  • OneDigital Investment Advisors's Global X Autonomous & Electric Vehicles ETF position peaked at $212K in Q2 2023.
  • 185 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q3 2023.

Based on OneDigital Investment Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.