CWM
DY icon

Circle Wealth Management’s Dycom Industries DY Stock Holding History

Circle Wealth Management’s Portfolio DY Stock Details DY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8,270
Closed -$625K – 175
2020
Q4 		$625K Hold
8,270
– – 0.09% 121
2020
Q3 		$437K Buy
8,270
+200
+2% +$9.69K 0.07% 123
2020
Q2 		$330K Buy
+8,070
New +$279K 0.06% 146

Other funds holding DY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Circle Wealth Management sold out of Dycom Industries (DY) in Q1 2021, closing a stake of 8,270 shares — an estimated $625K sold.

Circle Wealth Management first reported a position in DY in Q2 2020 and held it in 3 quarters. The position peaked at $625K in Q4 2020. 245 funds tracked by Wall St. Rank hold DY as of Q1 2021.

  • Circle Wealth Management reported no remaining Dycom Industries position as of Q1 2021 after selling out during the quarter.
  • Circle Wealth Management sold 8,270 Dycom Industries shares in Q1 2021, an estimated $625K.
  • Circle Wealth Management first reported a position in Dycom Industries in Q2 2020 and held it in 3 quarters.
  • Circle Wealth Management's Dycom Industries position peaked at $625K in Q4 2020.
  • 245 funds tracked by Wall St. Rank held Dycom Industries as of Q1 2021.

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