Vontobel Holding
GXDW

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

Vontobel Holding’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
2021
Q4 		– Sell
-447
Closed -$22K – 1231
2021
Q3 		$22K Hold
447
– – ﹤0.01% 1146
2021
Q2 		$23K Buy
+447
New +$21.8K ﹤0.01% 1122

Other funds holding GXDW

SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Vontobel Holding's GXDW Position: Q4 2021 in Review

Vontobel Holding sold out of Global X Funds Global X Dorsey Wright Thematic ETF (GXDW) in Q4 2021, closing a stake of 447 shares — an estimated $22K sold.

Vontobel Holding first reported a position in GXDW in Q2 2021 and held it in 2 quarters. The position peaked at $23K in Q2 2021. 38 funds tracked by Wall St. Rank hold GXDW as of Q4 2021.

  • Vontobel Holding reported no remaining Global X Funds Global X Dorsey Wright Thematic ETF position as of Q4 2021 after selling out during the quarter.
  • Vontobel Holding sold 447 Global X Funds Global X Dorsey Wright Thematic ETF shares in Q4 2021, an estimated $22K.
  • Vontobel Holding first reported a position in Global X Funds Global X Dorsey Wright Thematic ETF in Q2 2021 and held it in 2 quarters.
  • Vontobel Holding's Global X Funds Global X Dorsey Wright Thematic ETF position peaked at $23K in Q2 2021.
  • 38 funds tracked by Wall St. Rank held Global X Funds Global X Dorsey Wright Thematic ETF as of Q4 2021.

Based on Vontobel Holding's 13F filing for Q4 2021, filed 10 Feb 2022.