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Able Wealth Management’s Trump Media & Technology Group DJT Stock Holding History

Able Wealth Management’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-261
Closed -$4.57K – 597
2023
Q4 		$4.57K Buy
+261
New +$4.26K ﹤0.01% 353

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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Able Wealth Management's DJT Position: Q1 2024 in Review

Able Wealth Management sold out of Trump Media & Technology Group (DJT) in Q1 2024, closing a stake of 261 shares — an estimated $4.57K sold.

Able Wealth Management first reported a position in DJT in Q4 2023 and held it in 1 quarter. The position peaked at $4.57K in Q4 2023. 221 funds tracked by Wall St. Rank hold DJT as of Q1 2024.

  • Able Wealth Management reported no remaining Trump Media & Technology Group position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 261 Trump Media & Technology Group shares in Q1 2024, an estimated $4.57K.
  • Able Wealth Management first reported a position in Trump Media & Technology Group in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Trump Media & Technology Group position peaked at $4.57K in Q4 2023.
  • 221 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.