Compass Wealth Management’s Trump Media & Technology Group DJT Stock Holding History

Compass Wealth Management’s Portfolio DJT Stock Details DJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-105	Closed	-$1.32K	–	418
2023 Q2	$1.32K	Hold	105	–	–	﹤0.01%	392
2023 Q1	$1.48K	Hold	105	–	–	﹤0.01%	399
2022 Q4	$1.57K	Buy	+105	New	+$2.05K	﹤0.01%	398

Other funds holding DJT

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

ACM

Atika Capital Management New York $796M AUM 167.57% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

LCC

Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return

Compass Wealth Management's DJT Position: Q3 2023 in Review

Compass Wealth Management sold out of Trump Media & Technology Group (DJT) in Q3 2023, closing a stake of 105 shares — an estimated $1.32K sold.

Compass Wealth Management first reported a position in DJT in Q4 2022 and held it in 3 quarters. The position peaked at $1.57K in Q4 2022. 123 funds tracked by Wall St. Rank hold DJT as of Q3 2023.

Compass Wealth Management reported no remaining Trump Media & Technology Group position as of Q3 2023 after selling out during the quarter.
Compass Wealth Management sold 105 Trump Media & Technology Group shares in Q3 2023, an estimated $1.32K.
Compass Wealth Management first reported a position in Trump Media & Technology Group in Q4 2022 and held it in 3 quarters.
Compass Wealth Management's Trump Media & Technology Group position peaked at $1.57K in Q4 2022.
123 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q3 2023.

Based on Compass Wealth Management's 13F filing for Q3 2023, filed 25 Oct 2023.