AWS
DLO icon

AJ Wealth Strategies’s dLocal DLO Stock Holding History

AJ Wealth Strategies’s Portfolio DLO Stock Details DLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-8,650
Closed -$227K – 310
2022
Q2 		$227K Buy
8,650
+1,300
+18% +$33.3K 0.01% 263
2022
Q1 		$230K Buy
7,350
+1,600
+28% +$48.3K 0.01% 283
2021
Q4 		$205K Buy
+5,750
New +$249K 0.01% 281

Other funds holding DLO

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AOGP
Addition One General Partner New York $45.7M AUM
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

AJ Wealth Strategies's DLO Position: Q3 2022 in Review

AJ Wealth Strategies sold out of dLocal (DLO) in Q3 2022, closing a stake of 8,650 shares — an estimated $227K sold.

AJ Wealth Strategies first reported a position in DLO in Q4 2021 and held it in 3 quarters. The position peaked at $230K in Q1 2022. 143 funds tracked by Wall St. Rank hold DLO as of Q3 2022.

  • AJ Wealth Strategies reported no remaining dLocal position as of Q3 2022 after selling out during the quarter.
  • AJ Wealth Strategies sold 8,650 dLocal shares in Q3 2022, an estimated $227K.
  • AJ Wealth Strategies first reported a position in dLocal in Q4 2021 and held it in 3 quarters.
  • AJ Wealth Strategies's dLocal position peaked at $230K in Q1 2022.
  • 143 funds tracked by Wall St. Rank held dLocal as of Q3 2022.

Based on AJ Wealth Strategies's 13F filing for Q3 2022, filed 27 Oct 2022.