Bogart Wealth LLC’s dLocal DLO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-85	Closed	-$1.38K	–	1069
2023 Q1	$1.38K	Buy	+85	New	+$1.34K	﹤0.01%	961

Other funds holding DLO

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

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

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

RBGI

Ribbit Bullfrog GP II Palo Alto, California $258M AUM 33.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

ACGDR

Atmos Capital Gestao de Recursos Leblon - Rio De Janeiro, Brazil $714M AUM 35.97% 1-Year Est. Return

BCM

Bond Capital Management San Francisco, California $110M AUM 16.91% 1-Year Est. Return

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

Bogart Wealth LLC sold out of dLocal (DLO) in Q2 2023, closing a stake of 85 shares — an estimated $1.38K sold.

Bogart Wealth LLC first reported a position in DLO in Q1 2023 and held it in 1 quarter. The position peaked at $1.38K in Q1 2023. 111 funds tracked by Wall St. Rank hold DLO as of Q2 2023.

Bogart Wealth LLC reported no remaining dLocal position as of Q2 2023 after selling out during the quarter.
Bogart Wealth LLC sold 85 dLocal shares in Q2 2023, an estimated $1.38K.
Bogart Wealth LLC first reported a position in dLocal in Q1 2023 and held it in 1 quarter.
Bogart Wealth LLC's dLocal position peaked at $1.38K in Q1 2023.
111 funds tracked by Wall St. Rank held dLocal as of Q2 2023.

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