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Castle Wealth Management’s Dick's Sporting Goods DKS Stock Holding History

Castle Wealth Management’s Portfolio DKS Stock Details DKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-70
Closed -$7K – 240
2022
Q3 		$7K Hold
70
– – ﹤0.01% 460
2022
Q2 		$5K Buy
+70
New +$6.22K ﹤0.01% 483

Other funds holding DKS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
AM
Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Castle Wealth Management sold out of Dick's Sporting Goods (DKS) in Q4 2022, closing a stake of 70 shares — an estimated $7K sold.

Castle Wealth Management first reported a position in DKS in Q2 2022 and held it in 2 quarters. The position peaked at $7K in Q3 2022. 527 funds tracked by Wall St. Rank hold DKS as of Q4 2022.

  • Castle Wealth Management reported no remaining Dick's Sporting Goods position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 70 Dick's Sporting Goods shares in Q4 2022, an estimated $7K.
  • Castle Wealth Management first reported a position in Dick's Sporting Goods in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Dick's Sporting Goods position peaked at $7K in Q3 2022.
  • 527 funds tracked by Wall St. Rank held Dick's Sporting Goods as of Q4 2022.

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