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Phoenix Wealth Advisors’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Phoenix Wealth 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
2021
Q4 		– Sell
-2,575
Closed -$71K – 179
2021
Q3 		$71K Buy
+2,575
New +$72.6K 0.05% 168

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LPL Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
B
Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Phoenix Wealth Advisors's DRIV Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q4 2021, closing a stake of 2,575 shares — an estimated $71K sold.

Phoenix Wealth Advisors first reported a position in DRIV in Q3 2021 and held it in 1 quarter. The position peaked at $71K in Q3 2021. 234 funds tracked by Wall St. Rank hold DRIV as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 2,575 Global X Autonomous & Electric Vehicles ETF shares in Q4 2021, an estimated $71K.
  • Phoenix Wealth Advisors first reported a position in Global X Autonomous & Electric Vehicles ETF in Q3 2021 and held it in 1 quarter.
  • Phoenix Wealth Advisors's Global X Autonomous & Electric Vehicles ETF position peaked at $71K in Q3 2021.
  • 234 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.