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Advisornet Financial’s Delek US DK Stock Holding History

Advisornet Financial’s Portfolio DK Stock Details DK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6
Closed -$155 – 2167
2023
Q4 		$155 Buy
6
+2
+50% +$53 ﹤0.01% 2330
2023
Q3 		$114 Hold
4
– – ﹤0.01% 2200
2023
Q2 		$96 Buy
+4
New +$91 ﹤0.01% 2275
2022
Q2 		– Sell
-1
Closed – – 1930
2022
Q1 		$0 Hold
1
– – ﹤0.01% 2034
2021
Q4 		$0 Hold
1
– – ﹤0.01% 2048
2021
Q3 		$0 Hold
1
– – ﹤0.01% 1905
2021
Q2 		$0 Buy
+1
New +$23 ﹤0.01% 1814

Other funds holding DK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisornet Financial's DK Position: Q1 2024 in Review

Advisornet Financial sold out of Delek US (DK) in Q1 2024, closing a stake of 6 shares — an estimated $155 sold.

Advisornet Financial first reported a position in DK in Q2 2021 and held it in 7 quarters. The position peaked at $155 in Q4 2023. 220 funds tracked by Wall St. Rank hold DK as of Q1 2024.

  • Advisornet Financial reported no remaining Delek US position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 6 Delek US shares in Q1 2024, an estimated $155.
  • Advisornet Financial first reported a position in Delek US in Q2 2021 and held it in 7 quarters.
  • Advisornet Financial's Delek US position peaked at $155 in Q4 2023.
  • 220 funds tracked by Wall St. Rank held Delek US as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.