Beam Wealth Advisors’s DHT Holdings DHT Stock Holding History

Beam Wealth Advisors’s Portfolio DHT Stock Details DHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-41,375	Closed	-$270K	–	97
2021 Q3	$270K	Hold	41,375	–	–	0.23%	108
2021 Q2	$269K	Hold	41,375	–	–	0.23%	108
2021 Q1	$245K	Hold	41,375	–	–	0.22%	113
2020 Q4	$216K	Buy	+41,375	New	+$216K	0.2%	117

Other funds holding DHT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

IAM

Impala Asset Management Palm Beach, Florida $215M AUM 86.77% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return

CCPM

Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Beam Wealth Advisors's DHT Position: Q4 2021 in Review

Beam Wealth Advisors sold out of DHT Holdings (DHT) in Q4 2021, closing a stake of 41,375 shares — an estimated $270K sold.

Beam Wealth Advisors first reported a position in DHT in Q4 2020 and held it in 4 quarters. The position peaked at $270K in Q3 2021. 137 funds tracked by Wall St. Rank hold DHT as of Q4 2021.

Beam Wealth Advisors reported no remaining DHT Holdings position as of Q4 2021 after selling out during the quarter.
Beam Wealth Advisors sold 41,375 DHT Holdings shares in Q4 2021, an estimated $270K.
Beam Wealth Advisors first reported a position in DHT Holdings in Q4 2020 and held it in 4 quarters.
Beam Wealth Advisors's DHT Holdings position peaked at $270K in Q3 2021.
137 funds tracked by Wall St. Rank held DHT Holdings as of Q4 2021.

Based on Beam Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.