CFA
DM

Carroll Financial Associates’s Desktop Metal, Inc. DM Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$0 Hold
18
– – ﹤0.01% 1992
2021
Q3 		$1K Hold
18
– – ﹤0.01% 1740
2021
Q2 		$2K Hold
18
– – ﹤0.01% 1596
2021
Q1 		$2K Buy
+18
New +$3.96K ﹤0.01% 1531

Other funds holding DM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Carroll Financial Associates's DM Position: Q4 2021 in Review

Carroll Financial Associates held its Desktop Metal, Inc. (DM) position steady in Q4 2021 at 18 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1992.

Carroll Financial Associates first reported a position in DM in Q1 2021 and has held it in 4 quarters since. The position peaked at $2K in Q2 2021. 230 funds tracked by Wall St. Rank hold DM as of Q4 2021.

  • Carroll Financial Associates held 18 shares of Desktop Metal, Inc. worth $0 as of Q4 2021.
  • Carroll Financial Associates left its Desktop Metal, Inc. share count unchanged in Q4 2021.
  • Desktop Metal, Inc. made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1992 holding.
  • Carroll Financial Associates first reported a position in Desktop Metal, Inc. in Q1 2021 and has held it in 4 quarters since.
  • Carroll Financial Associates's Desktop Metal, Inc. position peaked at $2K in Q2 2021.
  • 230 funds tracked by Wall St. Rank held Desktop Metal, Inc. as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.