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WCG Wealth Advisors’s Global X Cloud Computing ETF CLOU Stock Holding History

WCG Wealth Advisors’s Portfolio CLOU Stock Details CLOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-30,053
Closed -$681K – 265
2023
Q4 		$681K Buy
+30,053
New +$598K 0.05% 226

Other funds holding CLOU

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WCG Wealth Advisors's CLOU Position: Q1 2024 in Review

WCG Wealth Advisors sold out of Global X Cloud Computing ETF (CLOU) in Q1 2024, closing a stake of 30,053 shares — an estimated $681K sold.

WCG Wealth Advisors first reported a position in CLOU in Q4 2023 and held it in 1 quarter. The position peaked at $681K in Q4 2023. 112 funds tracked by Wall St. Rank hold CLOU as of Q1 2024.

  • WCG Wealth Advisors reported no remaining Global X Cloud Computing ETF position as of Q1 2024 after selling out during the quarter.
  • WCG Wealth Advisors sold 30,053 Global X Cloud Computing ETF shares in Q1 2024, an estimated $681K.
  • WCG Wealth Advisors first reported a position in Global X Cloud Computing ETF in Q4 2023 and held it in 1 quarter.
  • WCG Wealth Advisors's Global X Cloud Computing ETF position peaked at $681K in Q4 2023.
  • 112 funds tracked by Wall St. Rank held Global X Cloud Computing ETF as of Q1 2024.

Based on WCG Wealth Advisors's 13F filing for Q1 2024, filed 13 May 2024.