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Robertson Stephens Wealth Management’s Strive US Energy ETF DRLL Stock Holding History

Robertson Stephens Wealth Management’s Portfolio DRLL Stock Details DRLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,194
Closed -$202K – 586
2024
Q3 		$202K Buy
7,194
+46
+0.6% +$1.33K 0.01% 604
2024
Q2 		$214K Buy
+7,148
New +$220K 0.01% 469

Other funds holding DRLL

PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Robertson Stephens Wealth Management's DRLL Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Strive US Energy ETF (DRLL) in Q4 2024, closing a stake of 7,194 shares — an estimated $202K sold.

Robertson Stephens Wealth Management first reported a position in DRLL in Q2 2024 and held it in 2 quarters. The position peaked at $214K in Q2 2024. 124 funds tracked by Wall St. Rank hold DRLL as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining Strive US Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 7,194 Strive US Energy ETF shares in Q4 2024, an estimated $202K.
  • Robertson Stephens Wealth Management first reported a position in Strive US Energy ETF in Q2 2024 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's Strive US Energy ETF position peaked at $214K in Q2 2024.
  • 124 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.