BWA
DM

BDO Wealth Advisors’s Desktop Metal, Inc. DM Stock Holding History

BDO Wealth Advisors’s Portfolio DM Stock Details DM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-295
Closed -$21K – 1163
2021
Q3 		$21K Hold
295
– – ﹤0.01% 605
2021
Q2 		$34K Hold
295
– – ﹤0.01% 528
2021
Q1 		$44K Hold
295
– – 0.01% 474
2020
Q4 		$51K Buy
+295
New +$39.1K 0.01% 358

Other funds holding DM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BDO Wealth Advisors's DM Position: Q4 2021 in Review

BDO Wealth Advisors sold out of Desktop Metal, Inc. (DM) in Q4 2021, closing a stake of 295 shares — an estimated $21K sold.

BDO Wealth Advisors first reported a position in DM in Q4 2020 and held it in 4 quarters. The position peaked at $51K in Q4 2020. 230 funds tracked by Wall St. Rank hold DM as of Q4 2021.

  • BDO Wealth Advisors reported no remaining Desktop Metal, Inc. position as of Q4 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 295 Desktop Metal, Inc. shares in Q4 2021, an estimated $21K.
  • BDO Wealth Advisors first reported a position in Desktop Metal, Inc. in Q4 2020 and held it in 4 quarters.
  • BDO Wealth Advisors's Desktop Metal, Inc. position peaked at $51K in Q4 2020.
  • 230 funds tracked by Wall St. Rank held Desktop Metal, Inc. as of Q4 2021.

Based on BDO Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.