DAS
III icon

Dynamic Advisor Solutions’s Information Services Group III Stock Holding History

Dynamic Advisor Solutions’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-43,580
Closed -$128K – 959
2024
Q2 		$128K Buy
43,580
+19,960
+85% +$67.1K ﹤0.01% 903
2024
Q1 		$95.4K Buy
+23,620
New +$102K ﹤0.01% 904
2023
Q4 		– Sell
-11,200
Closed -$49.1K – 916
2023
Q3 		$49.1K Hold
11,200
– – ﹤0.01% 826
2023
Q2 		$60K Buy
+11,200
New +$58K ﹤0.01% 785

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
CAG
Crestwood Advisors Group Boston, Massachusetts $5.94B AUM 18.44% 1-Year Est. Return