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Avidian Wealth Enterprises’s Dorchester Minerals DMLP Stock Holding History

Avidian Wealth Enterprises’s Portfolio DMLP Stock Details DMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-13,170
Closed -$399K – 430
2023
Q1 		$399K Buy
13,170
+21
+0.2% +$622 0.02% 333
2022
Q4 		$394K Buy
13,149
+3,348
+34% +$96.3K 0.03% 310
2022
Q3 		$245K Buy
9,801
+23
+0.2% +$628 0.02% 366
2022
Q2 		$233K Buy
9,778
+19
+0.2% +$522 0.02% 396
2022
Q1 		$253K Buy
+9,759
New +$225K 0.02% 417

Other funds holding DMLP

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
MIM
Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $608M AUM 25.3% 1-Year Est. Return

Avidian Wealth Enterprises's DMLP Position: Q2 2023 in Review

Avidian Wealth Enterprises sold out of Dorchester Minerals (DMLP) in Q2 2023, closing a stake of 13,170 shares — an estimated $399K sold.

Avidian Wealth Enterprises first reported a position in DMLP in Q1 2022 and held it in 5 quarters. The position peaked at $399K in Q1 2023. 113 funds tracked by Wall St. Rank hold DMLP as of Q2 2023.

  • Avidian Wealth Enterprises reported no remaining Dorchester Minerals position as of Q2 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 13,170 Dorchester Minerals shares in Q2 2023, an estimated $399K.
  • Avidian Wealth Enterprises first reported a position in Dorchester Minerals in Q1 2022 and held it in 5 quarters.
  • Avidian Wealth Enterprises's Dorchester Minerals position peaked at $399K in Q1 2023.
  • 113 funds tracked by Wall St. Rank held Dorchester Minerals as of Q2 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2023, filed 3 Aug 2023.