Diversified Portfolios Inc’s TMC The Metals Company TMC Stock Holding History

Diversified Portfolios Inc’s Portfolio TMC Stock Details TMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-60,000	Closed	-$49.7K	–	135
2023 Q1	$49.7K	Buy	+60,000	New	+$55.8K	0.01%	130
2022 Q4	–	Sell	-40,000	Closed	-$42K	–	132
2022 Q3	$42K	Hold	40,000	–	–	0.01%	132
2022 Q2	$41K	Hold	40,000	–	–	0.01%	127
2022 Q1	$104K	Hold	40,000	–	–	0.02%	133
2021 Q4	$83K	Buy	40,000 +20,000	+100%	+$60.6K	0.02%	135
2021 Q3	$91K	Buy	20,000 +9,000	+82%	+$86K	0.03%	117
2021 Q2	$109K	Buy	+11,000	New	+$109K	0.04%	106

Other funds holding TMC

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

OWIM

Old West Investment Management Los Angeles, California $944M AUM 90.26% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

ACM

AUA Capital Management Camp Hill, Pennsylvania $216M AUM 19.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Diversified Portfolios Inc's TMC Position: Q2 2023 in Review

Diversified Portfolios Inc sold out of TMC The Metals Company (TMC) in Q2 2023, closing a stake of 60,000 shares — an estimated $49.7K sold.

Diversified Portfolios Inc first reported a position in TMC in Q2 2021 and held it in 7 quarters. The position peaked at $109K in Q2 2021. 72 funds tracked by Wall St. Rank hold TMC as of Q2 2023.

Diversified Portfolios Inc reported no remaining TMC The Metals Company position as of Q2 2023 after selling out during the quarter.
Diversified Portfolios Inc sold 60,000 TMC The Metals Company shares in Q2 2023, an estimated $49.7K.
Diversified Portfolios Inc first reported a position in TMC The Metals Company in Q2 2021 and held it in 7 quarters.
Diversified Portfolios Inc's TMC The Metals Company position peaked at $109K in Q2 2021.
72 funds tracked by Wall St. Rank held TMC The Metals Company as of Q2 2023.

Based on Diversified Portfolios Inc's 13F filing for Q2 2023, filed 9 Aug 2023.