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Chemistry Wealth Management’s Davis Select US Equity ETF DUSA Stock Holding History

Chemistry Wealth Management’s Portfolio DUSA Stock Details DUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-21,342
Closed -$730K – 154
2021
Q4 		$730K Buy
+21,342
New +$743K 0.61% 34

Other funds holding DUSA

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Chemistry Wealth Management's DUSA Position: Q1 2022 in Review

Chemistry Wealth Management sold out of Davis Select US Equity ETF (DUSA) in Q1 2022, closing a stake of 21,342 shares — an estimated $730K sold.

Chemistry Wealth Management first reported a position in DUSA in Q4 2021 and held it in 1 quarter. The position peaked at $730K in Q4 2021. 44 funds tracked by Wall St. Rank hold DUSA as of Q1 2022.

  • Chemistry Wealth Management reported no remaining Davis Select US Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Chemistry Wealth Management sold 21,342 Davis Select US Equity ETF shares in Q1 2022, an estimated $730K.
  • Chemistry Wealth Management first reported a position in Davis Select US Equity ETF in Q4 2021 and held it in 1 quarter.
  • Chemistry Wealth Management's Davis Select US Equity ETF position peaked at $730K in Q4 2021.
  • 44 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q1 2022.

Based on Chemistry Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.