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Accurate Wealth Management’s Douglas Emmett DEI Stock Holding History

Accurate Wealth Management’s Portfolio DEI Stock Details DEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-205
Closed -$3.11K – 529
2022
Q4 		$3.11K Buy
+205
New +$3.41K ﹤0.01% 1107

Other funds holding DEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Accurate Wealth Management's DEI Position: Q1 2023 in Review

Accurate Wealth Management sold out of Douglas Emmett (DEI) in Q1 2023, closing a stake of 205 shares — an estimated $3.11K sold.

Accurate Wealth Management first reported a position in DEI in Q4 2022 and held it in 1 quarter. The position peaked at $3.11K in Q4 2022. 259 funds tracked by Wall St. Rank hold DEI as of Q1 2023.

  • Accurate Wealth Management reported no remaining Douglas Emmett position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 205 Douglas Emmett shares in Q1 2023, an estimated $3.11K.
  • Accurate Wealth Management first reported a position in Douglas Emmett in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Douglas Emmett position peaked at $3.11K in Q4 2022.
  • 259 funds tracked by Wall St. Rank held Douglas Emmett as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.