DPW
EEA

DiNuzzo Private Wealth’s European Equity Fund EEA Stock Holding History

DiNuzzo Private Wealth’s Portfolio EEA Stock Details EEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-110
Closed -$1.03K – 1427
2024
Q3 		$1.03K Buy
+110
New +$1K ﹤0.01% 843

Other funds holding EEA

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
UCI
Uncommon Cents Investing Janesville, Wisconsin $431M AUM 32.59% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

DiNuzzo Private Wealth's EEA Position: Q4 2024 in Review

DiNuzzo Private Wealth sold out of European Equity Fund (EEA) in Q4 2024, closing a stake of 110 shares — an estimated $1.03K sold.

DiNuzzo Private Wealth first reported a position in EEA in Q3 2024 and held it in 1 quarter. The position peaked at $1.03K in Q3 2024. 24 funds tracked by Wall St. Rank hold EEA as of Q4 2024.

  • DiNuzzo Private Wealth reported no remaining European Equity Fund position as of Q4 2024 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 110 European Equity Fund shares in Q4 2024, an estimated $1.03K.
  • DiNuzzo Private Wealth first reported a position in European Equity Fund in Q3 2024 and held it in 1 quarter.
  • DiNuzzo Private Wealth's European Equity Fund position peaked at $1.03K in Q3 2024.
  • 24 funds tracked by Wall St. Rank held European Equity Fund as of Q4 2024.

Based on DiNuzzo Private Wealth's 13F filing for Q4 2024, filed 23 Jan 2025.