Dakota Wealth Management’s Roadzen RDZN Stock Holding History

Dakota Wealth Management’s Portfolio RDZN Stock Details RDZN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-26,300	Closed	-$280K	–	691
2023 Q2	$280K	Hold	26,300	–	–	0.01%	497
2023 Q1	$275K	Hold	26,300	–	–	0.02%	484
2022 Q4	$270K	Buy	+26,300	New	+$267K	0.02%	464

Other funds holding RDZN

Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dakota Wealth Management's RDZN Position: Q3 2023 in Review

Dakota Wealth Management sold out of Roadzen (RDZN) in Q3 2023, closing a stake of 26,300 shares — an estimated $280K sold.

Dakota Wealth Management first reported a position in RDZN in Q4 2022 and held it in 3 quarters. The position peaked at $280K in Q2 2023. 5 funds tracked by Wall St. Rank hold RDZN as of Q3 2023.

Dakota Wealth Management reported no remaining Roadzen position as of Q3 2023 after selling out during the quarter.
Dakota Wealth Management sold 26,300 Roadzen shares in Q3 2023, an estimated $280K.
Dakota Wealth Management first reported a position in Roadzen in Q4 2022 and held it in 3 quarters.
Dakota Wealth Management's Roadzen position peaked at $280K in Q2 2023.
5 funds tracked by Wall St. Rank held Roadzen as of Q3 2023.

Based on Dakota Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.