Stifel Financial
GXDW

Stifel Financial’s Global X Funds Global X Dorsey Wright Thematic ETF GXDW Stock Holding History

Stifel Financial’s Portfolio GXDW Stock Details GXDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-105,993
Closed -$2.75M – 3391
2022
Q3 		$2.75M Buy
105,993
+12,593
+13% +$381K ﹤0.01% 1252
2022
Q2 		$2.71M Buy
+93,400
New +$2.97M ﹤0.01% 1301

Other funds holding GXDW

SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Stifel Financial's GXDW Position: Q4 2022 in Review

Stifel Financial sold out of Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) in Q4 2022, closing a stake of 105,993 shares — an estimated $2.75M sold.

Stifel Financial first reported a position in GXDW in Q2 2022 and held it in 2 quarters. The position peaked at $2.75M in Q3 2022. 28 funds tracked by Wall St. Rank hold GXDW as of Q4 2022.

  • Stifel Financial reported no remaining Global X Funds Global X Dorsey Wright Thematic ETF position as of Q4 2022 after selling out during the quarter.
  • Stifel Financial sold 105,993 Global X Funds Global X Dorsey Wright Thematic ETF shares in Q4 2022, an estimated $2.75M.
  • Stifel Financial first reported a position in Global X Funds Global X Dorsey Wright Thematic ETF in Q2 2022 and held it in 2 quarters.
  • Stifel Financial's Global X Funds Global X Dorsey Wright Thematic ETF position peaked at $2.75M in Q3 2022.
  • 28 funds tracked by Wall St. Rank held Global X Funds Global X Dorsey Wright Thematic ETF as of Q4 2022.

Based on Stifel Financial's 13F filing for Q4 2022, filed 13 Feb 2023.