Patriot Financial Group Insurance Agency’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-200	Closed	-$4K	–	805
2022 Q2	$4K	Hold	200	–	–	﹤0.01%	1535
2022 Q1	$6K	Sell	200 -1,300	-87%	-$36.3K	﹤0.01%	1540
2021 Q4	$46K	Hold	1,500	–	–	0.01%	898
2021 Q3	$41K	Hold	1,500	–	–	0.01%	927
2021 Q2	$42K	Buy	1,500 +300	+25%	+$8.22K	0.01%	897
2021 Q1	$32K	Buy	+1,200	New	+$32.3K	0.01%	928

Other funds holding DRIV

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.13B AUM 38.91% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DRIV Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q3 2022, closing a stake of 200 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in DRIV in Q1 2021 and held it in 6 quarters. The position peaked at $46K in Q4 2021. 187 funds tracked by Wall St. Rank hold DRIV as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 200 Global X Autonomous & Electric Vehicles ETF shares in Q3 2022, an estimated $4K.
Patriot Financial Group Insurance Agency first reported a position in Global X Autonomous & Electric Vehicles ETF in Q1 2021 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's Global X Autonomous & Electric Vehicles ETF position peaked at $46K in Q4 2021.
187 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.