Cerity Partners
DXYZ

Cerity Partners’s Destiny Tech100 DXYZ Stock Holding History

Cerity Partners’s Portfolio DXYZ Stock Details DXYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,700
Closed -$166K – 2627
2024
Q3 		$166K Hold
16,700
– – ﹤0.01% 2363
2024
Q2 		$254K Buy
+16,700
New +$362K ﹤0.01% 1911

Other funds holding DXYZ

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Jane Street
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SAM
Strategy Asset Managers Pasadena, California $609M AUM 32.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cerity Partners's DXYZ Position: Q4 2024 in Review

Cerity Partners sold out of Destiny Tech100 (DXYZ) in Q4 2024, closing a stake of 16,700 shares — an estimated $166K sold.

Cerity Partners first reported a position in DXYZ in Q2 2024 and held it in 2 quarters. The position peaked at $254K in Q2 2024. 57 funds tracked by Wall St. Rank hold DXYZ as of Q4 2024.

  • Cerity Partners reported no remaining Destiny Tech100 position as of Q4 2024 after selling out during the quarter.
  • Cerity Partners sold 16,700 Destiny Tech100 shares in Q4 2024, an estimated $166K.
  • Cerity Partners first reported a position in Destiny Tech100 in Q2 2024 and held it in 2 quarters.
  • Cerity Partners's Destiny Tech100 position peaked at $254K in Q2 2024.
  • 57 funds tracked by Wall St. Rank held Destiny Tech100 as of Q4 2024.

Based on Cerity Partners's 13F filing for Q4 2024, filed 13 Feb 2025.