Beam Wealth Advisors’s Domino's DPZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-933
Closed -$358K 139
2020
Q4
$358K Buy
933
+16
+2% +$6.29K 0.34% 83
2020
Q3
$390K Sell
917
-1
-0.1% -$398 0.37% 85
2020
Q2
$353K Buy
918
+27
+3% +$9.95K 0.36% 87
2020
Q1
$289K Buy
+891
New +$275K 0.29% 109

Other funds holding DPZ

Beam Wealth Advisors's DPZ Position: Q1 2021 in Review

Beam Wealth Advisors sold out of Domino's (DPZ) in Q1 2021, closing a stake of 933 shares — an estimated $358K sold.

Beam Wealth Advisors first reported a position in DPZ in Q1 2020 and held it in 4 quarters. The position peaked at $390K in Q3 2020. 565 funds tracked by Wall St. Rank hold DPZ as of Q1 2021.

  • Beam Wealth Advisors reported no remaining Domino's position as of Q1 2021 after selling out during the quarter.
  • Beam Wealth Advisors sold 933 Domino's shares in Q1 2021, an estimated $358K.
  • Beam Wealth Advisors first reported a position in Domino's in Q1 2020 and held it in 4 quarters.
  • Beam Wealth Advisors's Domino's position peaked at $390K in Q3 2020.
  • 565 funds tracked by Wall St. Rank held Domino's as of Q1 2021.

Based on Beam Wealth Advisors's 13F filing for Q1 2021, filed 17 May 2021.