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Comprehensive Financial Management’s dLocal DLO Stock Holding History

Comprehensive Financial Management’s Portfolio DLO Stock Details DLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-11,351
Closed -$298K – 55
2022
Q2 		$298K Hold
11,351
– – 0.01% 45
2022
Q1 		$355K Hold
11,351
– – 0.01% 46
2021
Q4 		$405K Hold
11,351
– – 0.01% 48
2021
Q3 		$619K Buy
+11,351
New +$633K 0.01% 39

Other funds holding DLO

GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AOGP
Addition One General Partner New York $45.7M AUM
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Comprehensive Financial Management's DLO Position: Q3 2022 in Review

Comprehensive Financial Management sold out of dLocal (DLO) in Q3 2022, closing a stake of 11,351 shares — an estimated $298K sold.

Comprehensive Financial Management first reported a position in DLO in Q3 2021 and held it in 4 quarters. The position peaked at $619K in Q3 2021. 143 funds tracked by Wall St. Rank hold DLO as of Q3 2022.

  • Comprehensive Financial Management reported no remaining dLocal position as of Q3 2022 after selling out during the quarter.
  • Comprehensive Financial Management sold 11,351 dLocal shares in Q3 2022, an estimated $298K.
  • Comprehensive Financial Management first reported a position in dLocal in Q3 2021 and held it in 4 quarters.
  • Comprehensive Financial Management's dLocal position peaked at $619K in Q3 2021.
  • 143 funds tracked by Wall St. Rank held dLocal as of Q3 2022.

Based on Comprehensive Financial Management's 13F filing for Q3 2022, filed 14 Nov 2022.