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Oxford Financial Group’s Global X Cloud Computing ETF CLOU Stock Holding History

Oxford Financial Group’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
2023
Q1 		– Sell
-2,278
Closed -$36.5K – 266
2022
Q4 		$36.5K Buy
+2,278
New +$36.6K ﹤0.01% 222

Other funds holding CLOU

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oxford Financial Group's CLOU Position: Q1 2023 in Review

Oxford Financial Group sold out of Global X Cloud Computing ETF (CLOU) in Q1 2023, closing a stake of 2,278 shares — an estimated $36.5K sold.

Oxford Financial Group first reported a position in CLOU in Q4 2022 and held it in 1 quarter. The position peaked at $36.5K in Q4 2022. 118 funds tracked by Wall St. Rank hold CLOU as of Q1 2023.

  • Oxford Financial Group reported no remaining Global X Cloud Computing ETF position as of Q1 2023 after selling out during the quarter.
  • Oxford Financial Group sold 2,278 Global X Cloud Computing ETF shares in Q1 2023, an estimated $36.5K.
  • Oxford Financial Group first reported a position in Global X Cloud Computing ETF in Q4 2022 and held it in 1 quarter.
  • Oxford Financial Group's Global X Cloud Computing ETF position peaked at $36.5K in Q4 2022.
  • 118 funds tracked by Wall St. Rank held Global X Cloud Computing ETF as of Q1 2023.

Based on Oxford Financial Group's 13F filing for Q1 2023, filed 12 May 2023.