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Commonwealth Equity Services’s
Duluth Holdings
DLTH
Stock Holding History
Commonwealth Equity Services’s Portfolio
DLTH Stock Details
DLTH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q4
–
Sell
-11,661
Closed
-$70K
–
3936
2023
Q3
$70K
Hold
11,661
–
–
﹤0.01%
3623
2023
Q2
$73K
Buy
11,661
+30
+0.3%
+$179
﹤0.01%
3614
2023
Q1
$74
Buy
11,631
+100
+0.9%
+$637
﹤0.01%
3535
2022
Q4
$71K
Hold
11,531
–
–
﹤0.01%
3469
2022
Q3
$81K
Sell
11,531
-100
-0.9%
-$894
﹤0.01%
3410
2022
Q2
$110K
Hold
11,631
–
–
﹤0.01%
3350
2022
Q1
$142K
Hold
11,631
–
–
﹤0.01%
3413
2021
Q4
$176K
Sell
11,631
-1,200
-9%
-$18.1K
﹤0.01%
3337
2021
Q3
$174K
Hold
12,831
–
–
﹤0.01%
3318
2021
Q2
$264K
Buy
12,831
+1,005
+8%
+$16.6K
﹤0.01%
3023
2021
Q1
$200K
Buy
11,826
+626
+6%
+$8.71K
﹤0.01%
3120
2020
Q4
$118K
Buy
11,200
+700
+7%
+$9.55K
﹤0.01%
3037
2020
Q3
$128K
Buy
+10,500
New
+$97.4K
﹤0.01%
2829
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1-Year Est. Return
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$6.9T AUM
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MAM
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$8.06B AUM
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$481B AUM
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1-Year Est. Return
TCM
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$299M AUM
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1-Year Est. Return
MRCM
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$191M AUM
56.95%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
BCM
Bridgeway Capital Management
Houston, Texas
$4.97B AUM
44.96%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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