AF
BOOM icon

Allworth Financial’s DMC Global BOOM Stock Holding History

Allworth Financial’s Portfolio BOOM Stock Details BOOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$297 Buy
57
+33
+138% +$230 ﹤0.01% 4852
2025
Q4 		$161 Buy
24
+4
+20% +$28 ﹤0.01% 4724
2025
Q3 		$169 Buy
20
+16
+400% +$120 ﹤0.01% 4622
2025
Q2 		$33 Buy
+4
New +$28 ﹤0.01% 4487
2024
Q1 		– Sell
-19
Closed -$358 – 3611
2023
Q4 		$358 Hold
19
– – ﹤0.01% 3201
2023
Q3 		$465 Hold
19
– – ﹤0.01% 3063
2023
Q2 		$338 Hold
19
– – ﹤0.01% 2979
2023
Q1 		$418 Hold
19
– – ﹤0.01% 2874
2022
Q4 		$369 Buy
+19
New +$351 ﹤0.01% 2700

Other funds holding BOOM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SPH
Steel Partners Holdings New York $96.4M AUM
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return