Blue Bell Private Wealth Management’s Desktop Metal, Inc. DM Stock Holding History

Blue Bell Private Wealth Management’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
2025 Q2	–	Sell	-80	Closed	-$393	–	764
2025 Q1	$393	Hold	80	–	–	﹤0.01%	706
2024 Q4	$187	Hold	80	–	–	﹤0.01%	665
2024 Q3	$374	Hold	80	–	–	﹤0.01%	674
2024 Q2	$330	Hold	80	–	–	﹤0.01%	698
2024 Q1	$704	Hold	80	–	–	﹤0.01%	694
2023 Q4	$601	Hold	80	–	–	﹤0.01%	697
2023 Q3	$1.17K	Hold	80	–	–	﹤0.01%	617
2023 Q2	$1.42K	Hold	80	–	–	﹤0.01%	612
2023 Q1	$1.84K	Hold	80	–	–	﹤0.01%	561
2022 Q4	$1.09K	Hold	80	–	–	﹤0.01%	624
2022 Q3	$2K	Hold	80	–	–	﹤0.01%	631
2022 Q2	$2K	Hold	80	–	–	﹤0.01%	668
2022 Q1	$4K	Hold	80	–	–	﹤0.01%	610
2021 Q4	$4K	Buy	+80	New	+$5.38K	﹤0.01%	590

Other funds holding DM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

PCC

Park Circle Company Baltimore, Maryland $108M AUM 15.4% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

APW

Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Blue Bell Private Wealth Management's DM Position: Q2 2025 in Review

Blue Bell Private Wealth Management sold out of Desktop Metal, Inc. (DM) in Q2 2025, closing a stake of 80 shares — an estimated $393 sold.

Blue Bell Private Wealth Management first reported a position in DM in Q4 2021 and held it in 14 quarters. The position peaked at $4K in Q1 2022. 10 funds tracked by Wall St. Rank hold DM as of Q2 2025.

Blue Bell Private Wealth Management reported no remaining Desktop Metal, Inc. position as of Q2 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 80 Desktop Metal, Inc. shares in Q2 2025, an estimated $393.
Blue Bell Private Wealth Management first reported a position in Desktop Metal, Inc. in Q4 2021 and held it in 14 quarters.
Blue Bell Private Wealth Management's Desktop Metal, Inc. position peaked at $4K in Q1 2022.
10 funds tracked by Wall St. Rank held Desktop Metal, Inc. as of Q2 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.