Carolinas Wealth Consulting’s Delek US DK Stock Holding History

Carolinas Wealth Consulting’s Portfolio DK Stock Details DK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-41	Closed	-$1.11K	–	1075
2022 Q4	$1.11K	Buy	+41	New	+$1.21K	﹤0.01%	883

Other funds holding DK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IAM

Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carolinas Wealth Consulting's DK Position: Q1 2023 in Review

Carolinas Wealth Consulting sold out of Delek US (DK) in Q1 2023, closing a stake of 41 shares — an estimated $1.11K sold.

Carolinas Wealth Consulting first reported a position in DK in Q4 2022 and held it in 1 quarter. The position peaked at $1.11K in Q4 2022. 217 funds tracked by Wall St. Rank hold DK as of Q1 2023.

Carolinas Wealth Consulting reported no remaining Delek US position as of Q1 2023 after selling out during the quarter.
Carolinas Wealth Consulting sold 41 Delek US shares in Q1 2023, an estimated $1.11K.
Carolinas Wealth Consulting first reported a position in Delek US in Q4 2022 and held it in 1 quarter.
Carolinas Wealth Consulting's Delek US position peaked at $1.11K in Q4 2022.
217 funds tracked by Wall St. Rank held Delek US as of Q1 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2023, filed 16 May 2023.