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Rockbridge Investment Management’s Strive US Energy ETF DRLL Stock Holding History

Rockbridge Investment 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
Q1 		– Sell
-50
Closed -$1.4K – 254
2023
Q4 		$1.4K Buy
+50
New +$1.43K ﹤0.01% 574

Other funds holding DRLL

Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $653M AUM 17.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rockbridge Investment Management's DRLL Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Strive US Energy ETF (DRLL) in Q1 2024, closing a stake of 50 shares — an estimated $1.4K sold.

Rockbridge Investment Management first reported a position in DRLL in Q4 2023 and held it in 1 quarter. The position peaked at $1.4K in Q4 2023. 120 funds tracked by Wall St. Rank hold DRLL as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Strive US Energy ETF position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 50 Strive US Energy ETF shares in Q1 2024, an estimated $1.4K.
  • Rockbridge Investment Management first reported a position in Strive US Energy ETF in Q4 2023 and held it in 1 quarter.
  • Rockbridge Investment Management's Strive US Energy ETF position peaked at $1.4K in Q4 2023.
  • 120 funds tracked by Wall St. Rank held Strive US Energy ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.