WIM
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Westside Investment Management’s Global X 1-3 Month T-Bill ETF CLIP Stock Holding History

Westside Investment Management’s Portfolio CLIP Stock Details CLIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-70
Closed -$7.04K – 991
2024
Q3 		$7.04K Buy
+70
New +$7.02K ﹤0.01% 731

Other funds holding CLIP

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
CAM
Creekmur Asset Management Morton, Illinois $1.33M AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SC
Sykon Capital Harrison, New York $300M AUM 16.74% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $752M AUM 13.99% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

Westside Investment Management's CLIP Position: Q4 2024 in Review

Westside Investment Management sold out of Global X 1-3 Month T-Bill ETF (CLIP) in Q4 2024, closing a stake of 70 shares — an estimated $7.04K sold.

Westside Investment Management first reported a position in CLIP in Q3 2024 and held it in 1 quarter. The position peaked at $7.04K in Q3 2024. 102 funds tracked by Wall St. Rank hold CLIP as of Q4 2024.

  • Westside Investment Management reported no remaining Global X 1-3 Month T-Bill ETF position as of Q4 2024 after selling out during the quarter.
  • Westside Investment Management sold 70 Global X 1-3 Month T-Bill ETF shares in Q4 2024, an estimated $7.04K.
  • Westside Investment Management first reported a position in Global X 1-3 Month T-Bill ETF in Q3 2024 and held it in 1 quarter.
  • Westside Investment Management's Global X 1-3 Month T-Bill ETF position peaked at $7.04K in Q3 2024.
  • 102 funds tracked by Wall St. Rank held Global X 1-3 Month T-Bill ETF as of Q4 2024.

Based on Westside Investment Management's 13F filing for Q4 2024, filed 17 Jan 2025.