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Ameritas Advisory Services’s Delek Logistics DKL Stock Holding History

Ameritas Advisory Services’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
Q2 		– Sell
-200
Closed -$9.5K – 1021
2023
Q1 		$9.5K Buy
+200
New +$9.78K ﹤0.01% 1910

Other funds holding DKL

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Ameritas Advisory Services's DKL Position: Q2 2023 in Review

Ameritas Advisory Services sold out of Delek Logistics (DKL) in Q2 2023, closing a stake of 200 shares — an estimated $9.5K sold.

Ameritas Advisory Services first reported a position in DKL in Q1 2023 and held it in 1 quarter. The position peaked at $9.5K in Q1 2023. 52 funds tracked by Wall St. Rank hold DKL as of Q2 2023.

  • Ameritas Advisory Services reported no remaining Delek Logistics position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 200 Delek Logistics shares in Q2 2023, an estimated $9.5K.
  • Ameritas Advisory Services first reported a position in Delek Logistics in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's Delek Logistics position peaked at $9.5K in Q1 2023.
  • 52 funds tracked by Wall St. Rank held Delek Logistics as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.