Smithbridge Asset Management’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Smithbridge Asset Management’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
2024 Q1	–	Sell	-35,262	Closed	-$870K	–	136
2023 Q4	$870K	Sell	35,262 -3,410	-9%	-$78.2K	0.2%	93
2023 Q3	$908K	Sell	38,672 -375	-1%	-$9.5K	0.23%	89
2023 Q2	$1.02M	Sell	39,047 -106	-0.3%	-$2.51K	0.24%	85
2023 Q1	$933K	Sell	39,153 -3,965	-9%	-$91.2K	0.23%	89
2022 Q4	$857K	Sell	43,118 -8,612	-17%	-$184K	0.23%	93
2022 Q3	$1.04M	Sell	51,730 -3,799	-7%	-$88.2K	0.43%	60
2022 Q2	$1.19M	Sell	55,529 -1,489	-3%	-$35.8K	0.46%	59
2022 Q1	$1.57M	Sell	57,018 -8,078	-12%	-$225K	0.52%	55
2021 Q4	$1.99M	Sell	65,096 -268	-0.4%	-$8.05K	0.6%	52
2021 Q3	$1.79M	Buy	+65,364	New	+$1.84M	0.59%	54

Other funds holding DRIV

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Smithbridge Asset Management's DRIV Position: Q1 2024 in Review

Smithbridge Asset Management sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q1 2024, closing a stake of 35,262 shares — an estimated $870K sold.

Smithbridge Asset Management first reported a position in DRIV in Q3 2021 and held it in 10 quarters. The position peaked at $1.99M in Q4 2021. 168 funds tracked by Wall St. Rank hold DRIV as of Q1 2024.

Smithbridge Asset Management reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q1 2024 after selling out during the quarter.
Smithbridge Asset Management sold 35,262 Global X Autonomous & Electric Vehicles ETF shares in Q1 2024, an estimated $870K.
Smithbridge Asset Management first reported a position in Global X Autonomous & Electric Vehicles ETF in Q3 2021 and held it in 10 quarters.
Smithbridge Asset Management's Global X Autonomous & Electric Vehicles ETF position peaked at $1.99M in Q4 2021.
168 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q1 2024.

Based on Smithbridge Asset Management's 13F filing for Q1 2024, filed 3 May 2024.