APP
DJT icon

Avantax Planning Partners’s Trump Media & Technology Group DJT Stock Holding History

Avantax Planning Partners’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-6,245
Closed -$321K – 384
2021
Q4 		$321K Buy
+6,245
New +$283K 0.01% 269

Other funds holding DJT

PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VAS
VR Advisory Services Camana Bay, Grand Cayman, Cayman Islands $845M AUM 22.79% 1-Year Est. Return

Avantax Planning Partners's DJT Position: Q1 2022 in Review

Avantax Planning Partners sold out of Trump Media & Technology Group (DJT) in Q1 2022, closing a stake of 6,245 shares — an estimated $321K sold.

Avantax Planning Partners first reported a position in DJT in Q4 2021 and held it in 1 quarter. The position peaked at $321K in Q4 2021. 180 funds tracked by Wall St. Rank hold DJT as of Q1 2022.

  • Avantax Planning Partners reported no remaining Trump Media & Technology Group position as of Q1 2022 after selling out during the quarter.
  • Avantax Planning Partners sold 6,245 Trump Media & Technology Group shares in Q1 2022, an estimated $321K.
  • Avantax Planning Partners first reported a position in Trump Media & Technology Group in Q4 2021 and held it in 1 quarter.
  • Avantax Planning Partners's Trump Media & Technology Group position peaked at $321K in Q4 2021.
  • 180 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2022.

Based on Avantax Planning Partners's 13F filing for Q1 2022, filed 9 May 2022.