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Cary Street Partners Investment Advisory’s State Street SPDR Global Dow ETF DGT Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio DGT Stock Details DGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-142
Closed -$12K – 470
2020
Q3 		$12K Buy
+142
New +$11.8K ﹤0.01% 736

Other funds holding DGT

IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
RC
Roundview Capital Princeton, New Jersey $1.83B AUM 26.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIC
Meridian Investment Counsel Lafayette, California $466M AUM 42.29% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cary Street Partners Investment Advisory's DGT Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of State Street SPDR Global Dow ETF (DGT) in Q4 2020, closing a stake of 142 shares — an estimated $12K sold.

Cary Street Partners Investment Advisory first reported a position in DGT in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 27 funds tracked by Wall St. Rank hold DGT as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining State Street SPDR Global Dow ETF position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 142 State Street SPDR Global Dow ETF shares in Q4 2020, an estimated $12K.
  • Cary Street Partners Investment Advisory first reported a position in State Street SPDR Global Dow ETF in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's State Street SPDR Global Dow ETF position peaked at $12K in Q3 2020.
  • 27 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.