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Edge Wealth Management’s Davis Select Worldwide ETF DWLD Stock Holding History

Edge Wealth Management’s Portfolio DWLD Stock Details DWLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-600
Closed -$14K – 492
2020
Q2 		$14K Sell
600
-2,000
-77% -$43.9K ﹤0.01% 416
2020
Q1 		$50K Buy
+2,600
New +$61.5K 0.01% 239

Other funds holding DWLD

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SAA
Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Edge Wealth Management's DWLD Position: Q3 2020 in Review

Edge Wealth Management sold out of Davis Select Worldwide ETF (DWLD) in Q3 2020, closing a stake of 600 shares — an estimated $14K sold.

Edge Wealth Management first reported a position in DWLD in Q1 2020 and held it in 2 quarters. The position peaked at $50K in Q1 2020. 38 funds tracked by Wall St. Rank hold DWLD as of Q3 2020.

  • Edge Wealth Management reported no remaining Davis Select Worldwide ETF position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 600 Davis Select Worldwide ETF shares in Q3 2020, an estimated $14K.
  • Edge Wealth Management first reported a position in Davis Select Worldwide ETF in Q1 2020 and held it in 2 quarters.
  • Edge Wealth Management's Davis Select Worldwide ETF position peaked at $50K in Q1 2020.
  • 38 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.