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Bartlett & Co Wealth Management’s Leonardo DRS DRS Stock Holding History

Bartlett & Co Wealth Management’s Portfolio DRS Stock Details DRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-200
Closed -$2.56K – 1071
2022
Q4 		$2.56K Buy
+200
New +$2.32K ﹤0.01% 996

Other funds holding DRS

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Bartlett & Co Wealth Management's DRS Position: Q1 2023 in Review

Bartlett & Co Wealth Management sold out of Leonardo DRS (DRS) in Q1 2023, closing a stake of 200 shares — an estimated $2.56K sold.

Bartlett & Co Wealth Management first reported a position in DRS in Q4 2022 and held it in 1 quarter. The position peaked at $2.56K in Q4 2022. 122 funds tracked by Wall St. Rank hold DRS as of Q1 2023.

  • Bartlett & Co Wealth Management reported no remaining Leonardo DRS position as of Q1 2023 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 200 Leonardo DRS shares in Q1 2023, an estimated $2.56K.
  • Bartlett & Co Wealth Management first reported a position in Leonardo DRS in Q4 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Leonardo DRS position peaked at $2.56K in Q4 2022.
  • 122 funds tracked by Wall St. Rank held Leonardo DRS as of Q1 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2023, filed 14 Feb 2024.