DWM
IMSR

Dakota Wealth Management’s Terrestrial Energy IMSR Stock Holding History

Dakota Wealth Management’s Portfolio IMSR Stock Details IMSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-103,450
Closed -$1.04M – 811
2024
Q4 		$1.04M Buy
+103,450
New +$1.03M 0.02% 355

Other funds holding IMSR

LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
PMAM
Picton Mahoney Asset Management Toronto, Ontario, Canada $13.5B AUM 50.48% 1-Year Est. Return
FTCM
First Trust Capital Management Chicago, Illinois $1.9B AUM 58.39% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
MI
MMCAP International Grand Cayman, Cayman Islands $1.16B AUM 77.9% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Dakota Wealth Management's IMSR Position: Q1 2025 in Review

Dakota Wealth Management sold out of Terrestrial Energy (IMSR) in Q1 2025, closing a stake of 103,450 shares — an estimated $1.04M sold.

Dakota Wealth Management first reported a position in IMSR in Q4 2024 and held it in 1 quarter. The position peaked at $1.04M in Q4 2024. 45 funds tracked by Wall St. Rank hold IMSR as of Q1 2025.

  • Dakota Wealth Management reported no remaining Terrestrial Energy position as of Q1 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 103,450 Terrestrial Energy shares in Q1 2025, an estimated $1.04M.
  • Dakota Wealth Management first reported a position in Terrestrial Energy in Q4 2024 and held it in 1 quarter.
  • Dakota Wealth Management's Terrestrial Energy position peaked at $1.04M in Q4 2024.
  • 45 funds tracked by Wall St. Rank held Terrestrial Energy as of Q1 2025.

Based on Dakota Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.