Truist Financial
GXDW

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

Truist 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
-9,281
Closed -$240K – 2700
2022
Q3 		$240K Hold
9,281
– – ﹤0.01% 2202
2022
Q2 		$269K Buy
9,281
+814
+10% +$25.8K ﹤0.01% 2286
2022
Q1 		$317K Buy
8,467
+263
+3% +$9.88K ﹤0.01% 2285
2021
Q4 		$365K Buy
+8,204
New +$401K ﹤0.01% 2228

Other funds holding GXDW

SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $94.2B AUM 21.24% 1-Year Est. Return

Truist Financial's GXDW Position: Q4 2022 in Review

Truist Financial sold out of Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) in Q4 2022, closing a stake of 9,281 shares — an estimated $240K sold.

Truist Financial first reported a position in GXDW in Q4 2021 and held it in 4 quarters. The position peaked at $365K in Q4 2021. 28 funds tracked by Wall St. Rank hold GXDW as of Q4 2022.

  • Truist Financial reported no remaining Global X Funds Global X Dorsey Wright Thematic ETF position as of Q4 2022 after selling out during the quarter.
  • Truist Financial sold 9,281 Global X Funds Global X Dorsey Wright Thematic ETF shares in Q4 2022, an estimated $240K.
  • Truist Financial first reported a position in Global X Funds Global X Dorsey Wright Thematic ETF in Q4 2021 and held it in 4 quarters.
  • Truist Financial's Global X Funds Global X Dorsey Wright Thematic ETF position peaked at $365K in Q4 2021.
  • 28 funds tracked by Wall St. Rank held Global X Funds Global X Dorsey Wright Thematic ETF as of Q4 2022.

Based on Truist Financial's 13F filing for Q4 2022, filed 17 Feb 2023.