AW
DMA

Atlas Wealth’s Destra Multi-Alternative Fund DMA Stock Holding History

Atlas Wealth’s Portfolio DMA Stock Details DMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-435,174
Closed -$3.48M – 98
2024
Q2 		$3.48M Buy
+435,174
New +$3.22M 0.41% 55

Other funds holding DMA

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.92% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atlas Wealth's DMA Position: Q3 2024 in Review

Atlas Wealth sold out of Destra Multi-Alternative Fund (DMA) in Q3 2024, closing a stake of 435,174 shares — an estimated $3.48M sold.

Atlas Wealth first reported a position in DMA in Q2 2024 and held it in 1 quarter. The position peaked at $3.48M in Q2 2024. 18 funds tracked by Wall St. Rank hold DMA as of Q3 2024.

  • Atlas Wealth reported no remaining Destra Multi-Alternative Fund position as of Q3 2024 after selling out during the quarter.
  • Atlas Wealth sold 435,174 Destra Multi-Alternative Fund shares in Q3 2024, an estimated $3.48M.
  • Atlas Wealth first reported a position in Destra Multi-Alternative Fund in Q2 2024 and held it in 1 quarter.
  • Atlas Wealth's Destra Multi-Alternative Fund position peaked at $3.48M in Q2 2024.
  • 18 funds tracked by Wall St. Rank held Destra Multi-Alternative Fund as of Q3 2024.

Based on Atlas Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.