Bogart Wealth LLC’s Youdao DAO Stock Holding History

Bogart Wealth LLC’s Portfolio DAO Stock Details DAO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,300	Closed	-$19.6K	–	1064
2023 Q1	$19.6K	Hold	2,300	–	–	﹤0.01%	464
2022 Q4	$12.4K	Hold	2,300	–	–	﹤0.01%	505
2022 Q3	$9K	Buy	+2,300	New	+$11.2K	﹤0.01%	560

Other funds holding DAO

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

NetEase Inc Hangzhou, China $934M AUM 11.31% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

CFM

Coronation Fund Managers Cape Town, South Africa $2.19B AUM 3.99% 1-Year Est. Return

SPM

Symmetry Peak Management Radnor, Pennsylvania $359M AUM 146.87% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bogart Wealth LLC's DAO Position: Q2 2023 in Review

Bogart Wealth LLC sold out of Youdao (DAO) in Q2 2023, closing a stake of 2,300 shares — an estimated $19.6K sold.

Bogart Wealth LLC first reported a position in DAO in Q3 2022 and held it in 3 quarters. The position peaked at $19.6K in Q1 2023. 42 funds tracked by Wall St. Rank hold DAO as of Q2 2023.

Bogart Wealth LLC reported no remaining Youdao position as of Q2 2023 after selling out during the quarter.
Bogart Wealth LLC sold 2,300 Youdao shares in Q2 2023, an estimated $19.6K.
Bogart Wealth LLC first reported a position in Youdao in Q3 2022 and held it in 3 quarters.
Bogart Wealth LLC's Youdao position peaked at $19.6K in Q1 2023.
42 funds tracked by Wall St. Rank held Youdao as of Q2 2023.

Based on Bogart Wealth LLC's 13F filing for Q2 2023, filed 31 Jul 2023.