CAPTRUST Financial Advisors
DWACU

CAPTRUST Financial Advisors’s Digital World Acquisition Corp. Units DWACU Stock Holding History

CAPTRUST Financial Advisors’s Portfolio DWACU Stock Details DWACU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10
Closed – – 4322
2022
Q2 		$0 Hold
10
– – ﹤0.01% 5206
2022
Q1 		$1K Buy
+10
New +$865 ﹤0.01% 4782

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Osaic Holdings
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SWM
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
NMG
New Millennium Group Sandy, Utah $231M AUM 33.06% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

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

CAPTRUST Financial Advisors sold out of Digital World Acquisition Corp. Units (DWACU) in Q3 2022, closing a stake of 10 shares.

CAPTRUST Financial Advisors first reported a position in DWACU in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 9 funds tracked by Wall St. Rank hold DWACU as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Digital World Acquisition Corp. Units position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 10 Digital World Acquisition Corp. Units shares in Q3 2022.
  • CAPTRUST Financial Advisors first reported a position in Digital World Acquisition Corp. Units in Q1 2022 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's Digital World Acquisition Corp. Units position peaked at $1K in Q1 2022.
  • 9 funds tracked by Wall St. Rank held Digital World Acquisition Corp. Units as of Q3 2022.

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