CAPTRUST Financial Advisors
DMA

CAPTRUST Financial Advisors’s Destra Multi-Alternative Fund DMA Stock Holding History

CAPTRUST Financial Advisors’s Portfolio DMA Stock Details DMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-12,960
Closed -$84K – 2093
2022
Q3 		$84K Buy
+12,960
New +$91.4K ﹤0.01% 1953

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MC
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TJHA
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CAPTRUST Financial Advisors's DMA Position: Q4 2022 in Review

CAPTRUST Financial Advisors sold out of Destra Multi-Alternative Fund (DMA) in Q4 2022, closing a stake of 12,960 shares — an estimated $84K sold.

CAPTRUST Financial Advisors first reported a position in DMA in Q3 2022 and held it in 1 quarter. The position peaked at $84K in Q3 2022. 16 funds tracked by Wall St. Rank hold DMA as of Q4 2022.

  • CAPTRUST Financial Advisors reported no remaining Destra Multi-Alternative Fund position as of Q4 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 12,960 Destra Multi-Alternative Fund shares in Q4 2022, an estimated $84K.
  • CAPTRUST Financial Advisors first reported a position in Destra Multi-Alternative Fund in Q3 2022 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's Destra Multi-Alternative Fund position peaked at $84K in Q3 2022.
  • 16 funds tracked by Wall St. Rank held Destra Multi-Alternative Fund as of Q4 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.