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Bartlett & Co Wealth Management’s Trump Media & Technology Group DJT Stock Holding History

Bartlett & Co Wealth Management’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
Q4 		– Sell
-50
Closed -$840 – 1196
2022
Q3 		$840 Hold
50
– – ﹤0.01% 1123
2022
Q2 		$1.21K Hold
50
– – ﹤0.01% 1229
2022
Q1 		$3.23K Buy
+50
New +$3.76K ﹤0.01% 967

Other funds holding DJT

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PFO
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bartlett & Co Wealth Management's DJT Position: Q4 2022 in Review

Bartlett & Co Wealth Management sold out of Trump Media & Technology Group (DJT) in Q4 2022, closing a stake of 50 shares — an estimated $840 sold.

Bartlett & Co Wealth Management first reported a position in DJT in Q1 2022 and held it in 3 quarters. The position peaked at $3.23K in Q1 2022. 151 funds tracked by Wall St. Rank hold DJT as of Q4 2022.

  • Bartlett & Co Wealth Management reported no remaining Trump Media & Technology Group position as of Q4 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 50 Trump Media & Technology Group shares in Q4 2022, an estimated $840.
  • Bartlett & Co Wealth Management first reported a position in Trump Media & Technology Group in Q1 2022 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's Trump Media & Technology Group position peaked at $3.23K in Q1 2022.
  • 151 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q4 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2024.