Walled Lake Planning & Wealth Management’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Walled Lake Planning & Wealth 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
2021 Q4	–	Sell	-301	Closed	-$8K	–	157
2021 Q3	$8K	Buy	301 +1	+0.3%	+$28	﹤0.01%	269
2021 Q2	$8K	Hold	300	–	–	0.01%	256
2021 Q1	$8K	Buy	+300	New	+$8.07K	0.01%	246

Other funds holding DRIV

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

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

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

DWM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

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

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Walled Lake Planning & Wealth Management's DRIV Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q4 2021, closing a stake of 301 shares — an estimated $8K sold.

Walled Lake Planning & Wealth Management first reported a position in DRIV in Q1 2021 and held it in 3 quarters. The position peaked at $8K in Q3 2021. 234 funds tracked by Wall St. Rank hold DRIV as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 301 Global X Autonomous & Electric Vehicles ETF shares in Q4 2021, an estimated $8K.
Walled Lake Planning & Wealth Management first reported a position in Global X Autonomous & Electric Vehicles ETF in Q1 2021 and held it in 3 quarters.
Walled Lake Planning & Wealth Management's Global X Autonomous & Electric Vehicles ETF position peaked at $8K in Q3 2021.
234 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.