American Trust’s Merlyn.AI SectorSurfer Momentum ETF DUDE Stock Holding History

American Trust’s Portfolio DUDE Stock Details DUDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-9,095	Closed	-$547K	–	323
2023 Q3	$547K	Buy	+9,095	New	+$194K	0.04%	143
2023 Q2	–	Sell	-8,839	Closed	-$541K	–	479
2023 Q1	$541K	Sell	8,839 -6,568	-43%	-$135K	0.04%	198
2022 Q4	$934K	Buy	+15,407	New	+$343K	0.09%	132

American Trust's DUDE Position: Q4 2023 in Review

American Trust sold out of Merlyn.AI SectorSurfer Momentum ETF (DUDE) in Q4 2023, closing a stake of 9,095 shares — an estimated $547K sold.

American Trust first reported a position in DUDE in Q4 2022 and held it in 3 quarters. The position peaked at $934K in Q4 2022. 0 funds tracked by Wall St. Rank hold DUDE as of Q4 2023.

American Trust reported no remaining Merlyn.AI SectorSurfer Momentum ETF position as of Q4 2023 after selling out during the quarter.
American Trust sold 9,095 Merlyn.AI SectorSurfer Momentum ETF shares in Q4 2023, an estimated $547K.
American Trust first reported a position in Merlyn.AI SectorSurfer Momentum ETF in Q4 2022 and held it in 3 quarters.
American Trust's Merlyn.AI SectorSurfer Momentum ETF position peaked at $934K in Q4 2022.
0 funds tracked by Wall St. Rank held Merlyn.AI SectorSurfer Momentum ETF as of Q4 2023.

Based on American Trust's 13F filing for Q4 2023, filed 21 Feb 2024.