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Castle Wealth Management’s Definitive Healthcare DH Stock Holding History

Castle Wealth Management’s Portfolio DH Stock Details DH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-50
Closed -$1K – 236
2022
Q3 		$1K Hold
50
– – ﹤0.01% 617
2022
Q2 		$1K Buy
+50
New +$1.07K ﹤0.01% 617

Other funds holding DH

AI
Advent International Boston, Massachusetts $4.24B AUM 4.24% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Castle Wealth Management's DH Position: Q4 2022 in Review

Castle Wealth Management sold out of Definitive Healthcare (DH) in Q4 2022, closing a stake of 50 shares — an estimated $1K sold.

Castle Wealth Management first reported a position in DH in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 137 funds tracked by Wall St. Rank hold DH as of Q4 2022.

  • Castle Wealth Management reported no remaining Definitive Healthcare position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 50 Definitive Healthcare shares in Q4 2022, an estimated $1K.
  • Castle Wealth Management first reported a position in Definitive Healthcare in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Definitive Healthcare position peaked at $1K in Q3 2022.
  • 137 funds tracked by Wall St. Rank held Definitive Healthcare as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.