AWA
DASTY

Arkadios Wealth Advisors’s DASSAULT SYSTEMES SA ADR DASTY Stock Holding History

Arkadios Wealth Advisors’s Portfolio DASTY Stock Details DASTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-365
Closed -$54.1K – 1212
2020
Q1 		$54.1K Buy
+365
New +$54.1K 0.03% 324

Other funds holding DASTY

Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
LWM
Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
BCAM
Boston Common Asset Management Boston, Massachusetts $1.55B AUM 14.69% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Arkadios Wealth Advisors's DASTY Position: Q2 2020 in Review

Arkadios Wealth Advisors sold out of DASSAULT SYSTEMES SA ADR (DASTY) in Q2 2020, closing a stake of 365 shares — an estimated $54.1K sold.

Arkadios Wealth Advisors first reported a position in DASTY in Q1 2020 and held it in 1 quarter. The position peaked at $54.1K in Q1 2020. 28 funds tracked by Wall St. Rank hold DASTY as of Q2 2020.

  • Arkadios Wealth Advisors reported no remaining DASSAULT SYSTEMES SA ADR position as of Q2 2020 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 365 DASSAULT SYSTEMES SA ADR shares in Q2 2020, an estimated $54.1K.
  • Arkadios Wealth Advisors first reported a position in DASSAULT SYSTEMES SA ADR in Q1 2020 and held it in 1 quarter.
  • Arkadios Wealth Advisors's DASSAULT SYSTEMES SA ADR position peaked at $54.1K in Q1 2020.
  • 28 funds tracked by Wall St. Rank held DASSAULT SYSTEMES SA ADR as of Q2 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.