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Delos Wealth Advisors’s Data Storage Corp DTST Stock Holding History

Delos Wealth Advisors’s Portfolio DTST Stock Details DTST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,125
Closed -$3.24K – 379
2023
Q4 		$3.24K Hold
1,125
– – ﹤0.01% 125
2023
Q3 		$4.09K Hold
1,125
– – 0.01% 163
2023
Q2 		$2.62K Hold
1,125
– – ﹤0.01% 172
2023
Q1 		$2.05K Hold
1,125
– – ﹤0.01% 189
2022
Q4 		$1.67K Hold
1,125
– – ﹤0.01% 208
2022
Q3 		$2K Hold
1,125
– – ﹤0.01% 195
2022
Q2 		$3K Hold
1,125
– – ﹤0.01% 183
2022
Q1 		$4K Hold
1,125
– – ﹤0.01% 197
2021
Q4 		$3K Hold
1,125
– – ﹤0.01% 360
2021
Q3 		$5K Hold
1,125
– – 0.01% 114
2021
Q2 		$7K Buy
+1,125
New +$6.36K 0.01% 106

Other funds holding DTST

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Delos Wealth Advisors's DTST Position: Q1 2024 in Review

Delos Wealth Advisors sold out of Data Storage Corp (DTST) in Q1 2024, closing a stake of 1,125 shares — an estimated $3.24K sold.

Delos Wealth Advisors first reported a position in DTST in Q2 2021 and held it in 11 quarters. The position peaked at $7K in Q2 2021. 14 funds tracked by Wall St. Rank hold DTST as of Q1 2024.

  • Delos Wealth Advisors reported no remaining Data Storage Corp position as of Q1 2024 after selling out during the quarter.
  • Delos Wealth Advisors sold 1,125 Data Storage Corp shares in Q1 2024, an estimated $3.24K.
  • Delos Wealth Advisors first reported a position in Data Storage Corp in Q2 2021 and held it in 11 quarters.
  • Delos Wealth Advisors's Data Storage Corp position peaked at $7K in Q2 2021.
  • 14 funds tracked by Wall St. Rank held Data Storage Corp as of Q1 2024.

Based on Delos Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.