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Concurrent Investment Advisors’s Global X DAX Germany ETF DAX Stock Holding History

Concurrent Investment Advisors’s Portfolio DAX Stock Details DAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-23,888
Closed -$798K – 1010
2024
Q1 		$798K Buy
+23,888
New +$748K 0.03% 426

Other funds holding DAX

OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Concurrent Investment Advisors's DAX Position: Q2 2024 in Review

Concurrent Investment Advisors sold out of Global X DAX Germany ETF (DAX) in Q2 2024, closing a stake of 23,888 shares — an estimated $798K sold.

Concurrent Investment Advisors first reported a position in DAX in Q1 2024 and held it in 1 quarter. The position peaked at $798K in Q1 2024. 21 funds tracked by Wall St. Rank hold DAX as of Q2 2024.

  • Concurrent Investment Advisors reported no remaining Global X DAX Germany ETF position as of Q2 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 23,888 Global X DAX Germany ETF shares in Q2 2024, an estimated $798K.
  • Concurrent Investment Advisors first reported a position in Global X DAX Germany ETF in Q1 2024 and held it in 1 quarter.
  • Concurrent Investment Advisors's Global X DAX Germany ETF position peaked at $798K in Q1 2024.
  • 21 funds tracked by Wall St. Rank held Global X DAX Germany ETF as of Q2 2024.

Based on Concurrent Investment Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.