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Danda Trouve Investment Management’s Simplify Health Care ETF PINK Stock Holding History

Danda Trouve Investment Management’s Portfolio PINK Stock Details PINK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$965K Sell
40,647
-1,893
-4% -$47.7K 1.78% 16
2022
Q2 		$1.05M Sell
42,540
-1,876
-4% -$47.9K 1.61% 17
2022
Q1 		$1.21M Buy
+44,416
New +$1.15M 1.51% 19

Other funds holding PINK

LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Danda Trouve Investment Management's PINK Position: Q3 2022 in Review

Danda Trouve Investment Management reduced its Simplify Health Care ETF (PINK) stake by 4.4% in Q3 2022, selling an estimated $47.7K and leaving 40,647 shares worth $965K. The position accounts for 1.78% of the portfolio, ranked #16.

Danda Trouve Investment Management first reported a position in PINK in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.21M in Q1 2022. 21 funds tracked by Wall St. Rank hold PINK as of Q3 2022.

  • Danda Trouve Investment Management held 40,647 shares of Simplify Health Care ETF worth $965K as of Q3 2022.
  • Danda Trouve Investment Management sold 1,893 Simplify Health Care ETF shares in Q3 2022, an estimated $47.7K.
  • Simplify Health Care ETF made up 1.78% of Danda Trouve Investment Management's portfolio in Q3 2022, its #16 holding.
  • Danda Trouve Investment Management first reported a position in Simplify Health Care ETF in Q1 2022 and has held it in 3 quarters since.
  • Danda Trouve Investment Management's Simplify Health Care ETF position peaked at $1.21M in Q1 2022.
  • 21 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.