Dakota Wealth Management’s Olympic Steel ZEUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-10,000	Closed	-$295K	–	353
2021 Q1	$295K	Hold	10,000	–	–	0.04%	257
2020 Q4	$133K	Hold	10,000	–	–	0.02%	315
2020 Q3	$114K	Hold	10,000	–	–	0.02%	287
2020 Q2	$118K	Hold	10,000	–	–	0.02%	270
2020 Q1	$104K	Hold	10,000	–	–	0.02%	250
2019 Q4	$179K	Hold	10,000	–	–	0.03%	295
2019 Q3	$144K	Buy	+10,000	New	+$124K	0.02%	298

Other funds holding ZEUS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dakota Wealth Management's ZEUS Position: Q2 2021 in Review

Dakota Wealth Management sold out of Olympic Steel (ZEUS) in Q2 2021, closing a stake of 10,000 shares — an estimated $295K sold.

Dakota Wealth Management first reported a position in ZEUS in Q3 2019 and held it in 7 quarters. The position peaked at $295K in Q1 2021. 118 funds tracked by Wall St. Rank hold ZEUS as of Q2 2021.

Dakota Wealth Management reported no remaining Olympic Steel position as of Q2 2021 after selling out during the quarter.
Dakota Wealth Management sold 10,000 Olympic Steel shares in Q2 2021, an estimated $295K.
Dakota Wealth Management first reported a position in Olympic Steel in Q3 2019 and held it in 7 quarters.
Dakota Wealth Management's Olympic Steel position peaked at $295K in Q1 2021.
118 funds tracked by Wall St. Rank held Olympic Steel as of Q2 2021.

Based on Dakota Wealth Management's 13F filing for Q2 2021, filed 2 Aug 2021.