Almanack Investment Partners’s Digital Media Solutions, Inc. DMS Stock Holding History

Almanack Investment Partners’s Portfolio DMS Stock Details DMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,825	Closed	-$47K	–	976
2022 Q2	$47K	Hold	2,825	–	–	﹤0.01%	449
2022 Q1	$154K	Hold	2,825	–	–	0.01%	465
2021 Q4	$203K	Sell	2,825 -6	-0.2%	-$507	0.02%	472
2021 Q3	$308K	Sell	2,831 -124	-4%	-$14.9K	0.03%	367
2021 Q2	$429K	Hold	2,955	–	–	0.04%	260
2021 Q1	$543K	Hold	2,955	–	–	0.06%	217
2020 Q4	$534K	Hold	2,955	–	–	0.06%	195
2020 Q3	$337K	Buy	+2,955	New	+$382K	0.04%	282

Other funds holding DMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

MWP

Meridian Wealth Partners Exton, Pennsylvania $826M AUM 21.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Almanack Investment Partners's DMS Position: Q3 2022 in Review

Almanack Investment Partners sold out of Digital Media Solutions, Inc. (DMS) in Q3 2022, closing a stake of 2,825 shares — an estimated $47K sold.

Almanack Investment Partners first reported a position in DMS in Q3 2020 and held it in 8 quarters. The position peaked at $543K in Q1 2021. 21 funds tracked by Wall St. Rank hold DMS as of Q3 2022.

Almanack Investment Partners reported no remaining Digital Media Solutions, Inc. position as of Q3 2022 after selling out during the quarter.
Almanack Investment Partners sold 2,825 Digital Media Solutions, Inc. shares in Q3 2022, an estimated $47K.
Almanack Investment Partners first reported a position in Digital Media Solutions, Inc. in Q3 2020 and held it in 8 quarters.
Almanack Investment Partners's Digital Media Solutions, Inc. position peaked at $543K in Q1 2021.
21 funds tracked by Wall St. Rank held Digital Media Solutions, Inc. as of Q3 2022.

Based on Almanack Investment Partners's 13F filing for Q3 2022, filed 15 Nov 2022.