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Brown Wealth Management’s Ginkgo Bioworks DNA Stock Holding History

Brown Wealth Management’s Portfolio DNA Stock Details DNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,525
Closed -$20.4K – 92
2024
Q2 		$20.4K Hold
1,525
– – 0.01% 87
2024
Q1 		$70.8K Hold
1,525
– – 0.03% 88
2023
Q4 		$103K Hold
1,525
– – 0.05% 86
2023
Q3 		$110K Hold
1,525
– – 0.05% 79
2023
Q2 		$113K Buy
+1,525
New +$90.3K 0.06% 91

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACG
Anchorage Capital Group New York $450M AUM 41.75% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $1.1B AUM 197.64% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Brown Wealth Management's DNA Position: Q3 2024 in Review

Brown Wealth Management sold out of Ginkgo Bioworks (DNA) in Q3 2024, closing a stake of 1,525 shares — an estimated $20.4K sold.

Brown Wealth Management first reported a position in DNA in Q2 2023 and held it in 5 quarters. The position peaked at $113K in Q2 2023. 159 funds tracked by Wall St. Rank hold DNA as of Q3 2024.

  • Brown Wealth Management reported no remaining Ginkgo Bioworks position as of Q3 2024 after selling out during the quarter.
  • Brown Wealth Management sold 1,525 Ginkgo Bioworks shares in Q3 2024, an estimated $20.4K.
  • Brown Wealth Management first reported a position in Ginkgo Bioworks in Q2 2023 and held it in 5 quarters.
  • Brown Wealth Management's Ginkgo Bioworks position peaked at $113K in Q2 2023.
  • 159 funds tracked by Wall St. Rank held Ginkgo Bioworks as of Q3 2024.

Based on Brown Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.