Western Wealth Management’s Global X Autonomous & Electric Vehicles ETF DRIV Stock Holding History

Western 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
2022 Q4	–	Sell	-21,624	Closed	-$435K	–	646
2022 Q3	$435K	Buy	21,624 +1,002	+5%	+$23.3K	0.02%	533
2022 Q2	$443K	Buy	20,622 +20	+0.1%	+$481	0.03%	510
2022 Q1	$568K	Buy	20,602 +12,293	+148%	+$343K	0.03%	493
2021 Q4	$254K	Buy	+8,309	New	+$250K	0.03%	514

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

Jane Street New York $777B AUM 61.18% 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

DWM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

Western Wealth Management's DRIV Position: Q4 2022 in Review

Western Wealth Management sold out of Global X Autonomous & Electric Vehicles ETF (DRIV) in Q4 2022, closing a stake of 21,624 shares — an estimated $435K sold.

Western Wealth Management first reported a position in DRIV in Q4 2021 and held it in 4 quarters. The position peaked at $568K in Q1 2022. 187 funds tracked by Wall St. Rank hold DRIV as of Q4 2022.

Western Wealth Management reported no remaining Global X Autonomous & Electric Vehicles ETF position as of Q4 2022 after selling out during the quarter.
Western Wealth Management sold 21,624 Global X Autonomous & Electric Vehicles ETF shares in Q4 2022, an estimated $435K.
Western Wealth Management first reported a position in Global X Autonomous & Electric Vehicles ETF in Q4 2021 and held it in 4 quarters.
Western Wealth Management's Global X Autonomous & Electric Vehicles ETF position peaked at $568K in Q1 2022.
187 funds tracked by Wall St. Rank held Global X Autonomous & Electric Vehicles ETF as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.