Circle Wealth Management’s Domino's DPZ Stock Holding History

Circle Wealth Management’s Portfolio DPZ Stock Details DPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-588	Closed	-$225K	–	173
2020 Q4	$225K	Buy	+588	New	+$231K	0.03%	213

Other funds holding DPZ

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Circle Wealth Management's DPZ Position: Q1 2021 in Review

Circle Wealth Management sold out of Domino's (DPZ) in Q1 2021, closing a stake of 588 shares — an estimated $225K sold.

Circle Wealth Management first reported a position in DPZ in Q4 2020 and held it in 1 quarter. The position peaked at $225K in Q4 2020. 565 funds tracked by Wall St. Rank hold DPZ as of Q1 2021.

Circle Wealth Management reported no remaining Domino's position as of Q1 2021 after selling out during the quarter.
Circle Wealth Management sold 588 Domino's shares in Q1 2021, an estimated $225K.
Circle Wealth Management first reported a position in Domino's in Q4 2020 and held it in 1 quarter.
Circle Wealth Management's Domino's position peaked at $225K in Q4 2020.
565 funds tracked by Wall St. Rank held Domino's as of Q1 2021.

Based on Circle Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.