CAPTRUST Financial Advisors
DM

CAPTRUST Financial Advisors’s Desktop Metal, Inc. DM Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-498
Closed -$11K – 4195
2022
Q2 		$11K Buy
498
+344
+223% +$10.1K ﹤0.01% 3715
2022
Q1 		$7K Buy
154
+15
+11% +$635 ﹤0.01% 4010
2021
Q4 		$7K Sell
139
-11
-7% -$740 ﹤0.01% 3940
2021
Q3 		$11K Hold
150
– – ﹤0.01% 3572
2021
Q2 		$17K Hold
150
– – ﹤0.01% 3232
2021
Q1 		$22K Buy
150
+110
+275% +$24.2K ﹤0.01% 2949
2020
Q4 		$7K Buy
+40
New +$5.3K ﹤0.01% 2726

Other funds holding DM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

CAPTRUST Financial Advisors's DM Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Desktop Metal, Inc. (DM) in Q3 2022, closing a stake of 498 shares — an estimated $11K sold.

CAPTRUST Financial Advisors first reported a position in DM in Q4 2020 and held it in 7 quarters. The position peaked at $22K in Q1 2021. 218 funds tracked by Wall St. Rank hold DM as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Desktop Metal, Inc. position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 498 Desktop Metal, Inc. shares in Q3 2022, an estimated $11K.
  • CAPTRUST Financial Advisors first reported a position in Desktop Metal, Inc. in Q4 2020 and held it in 7 quarters.
  • CAPTRUST Financial Advisors's Desktop Metal, Inc. position peaked at $22K in Q1 2021.
  • 218 funds tracked by Wall St. Rank held Desktop Metal, Inc. as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.