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Ahrens Investment Partners’s Delek Logistics DKL Stock Holding History

Ahrens Investment Partners’s Portfolio DKL Stock Details DKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$28.5K Buy
+600
New +$29.3K 0.01% 412
2022
Q3 		– Sell
-600
Closed -$29K – 347
2022
Q2 		$29K Hold
600
– – 0.01% 431
2022
Q1 		$26K Hold
600
– – 0.01% 536
2021
Q4 		$26K Buy
+600
New +$27.7K 0.01% 522

Other funds holding DKL

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ahrens Investment Partners's DKL Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Delek Logistics (DKL) in Q1 2023: 600 shares worth $28.5K. The stake represents 0.01% of the portfolio and ranks #412 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in DKL as recently as Q2 2022.

Ahrens Investment Partners first reported a position in DKL in Q4 2021 and has held it in 4 quarters since. The position peaked at $29K in Q2 2022. 55 funds tracked by Wall St. Rank hold DKL as of Q1 2023.

  • Ahrens Investment Partners held 600 shares of Delek Logistics worth $28.5K as of Q1 2023.
  • Delek Logistics was a new Ahrens Investment Partners position in Q1 2023.
  • Delek Logistics made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #412 holding.
  • Ahrens Investment Partners first reported a position in Delek Logistics in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Delek Logistics position peaked at $29K in Q2 2022.
  • 55 funds tracked by Wall St. Rank held Delek Logistics as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.