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Sterling Investment Advisors (Pennsylvania)’s Global X US Infrastructure Development ETF PAVE Stock Holding History

Sterling Investment Advisors (Pennsylvania)’s Portfolio PAVE Stock Details PAVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-79
Closed -$2K – 380
2022
Q2 		$2K Hold
79
– – ﹤0.01% 507
2022
Q1 		$2K Hold
79
– – ﹤0.01% 539
2021
Q4 		$2K Hold
79
– – ﹤0.01% 534
2021
Q3 		$2K Buy
+79
New +$2.08K ﹤0.01% 538

Other funds holding PAVE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s PAVE Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Global X US Infrastructure Development ETF (PAVE) in Q3 2022, closing a stake of 79 shares — an estimated $2K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in PAVE in Q3 2021 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 377 funds tracked by Wall St. Rank hold PAVE as of Q3 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Global X US Infrastructure Development ETF position as of Q3 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 79 Global X US Infrastructure Development ETF shares in Q3 2022, an estimated $2K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Global X US Infrastructure Development ETF in Q3 2021 and held it in 4 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Global X US Infrastructure Development ETF position peaked at $2K in Q2 2022.
  • 377 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.