CAPTRUST Financial Advisors

CAPTRUST Financial Advisors’s Domo DOMO Stock Holding History

CAPTRUST Financial Advisors’s Portfolio DOMO Stock Details DOMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-961,791	Closed	-$8.11M	–	3048
2025 Q4	$8.11M	Buy	+961,791	New	+$11.3M	0.02%	532
2022 Q3	–	Sell	-759	Closed	-$21K	–	2577
2022 Q2	$21K	Buy	759 +461	+155%	+$16.9K	﹤0.01%	3341
2022 Q1	$15K	Sell	298 -195	-40%	-$8.86K	﹤0.01%	3569
2021 Q4	$24K	Sell	493 -52	-10%	-$3.82K	﹤0.01%	3167
2021 Q3	$46K	Buy	545 +376	+222%	+$32.2K	﹤0.01%	2628
2021 Q2	$14K	Buy	169 +23	+16%	+$1.51K	﹤0.01%	3341
2021 Q1	$8K	Buy	+146	New	+$9.48K	﹤0.01%	3532
2019 Q3	–	Sell	-573	Closed	-$16K	–	1948
2019 Q2	$16K	Sell	573 -4	-0.7%	-$139	﹤0.01%	1346
2019 Q1	$23K	Buy	+577	New	+$17.7K	﹤0.01%	1124

Other funds holding DOMO

RPD Fund Management New York $303M AUM 36.7% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Veradace Capital Management Dallas, Texas $112M AUM

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Acadian Asset Management

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Prelude Capital Management New York $1.3B AUM 62.01% 1-Year Est. Return

Jacobs Levy Equity Management

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

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