Ellevest Inc’s Digital Media Solutions, Inc. DMS Stock Holding History

Ellevest Inc’s Portfolio DMS Stock Details DMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2	Closed	–	–	1787
2022 Q1	$0	Sell	2 -3	-60%	-$181	﹤0.01%	1696
2021 Q4	$0	Buy	+5	New	+$423	﹤0.01%	1719

Other funds holding DMS

SST

S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MWP

Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return

Ellevest Inc's DMS Position: Q2 2022 in Review

Ellevest Inc sold out of Digital Media Solutions, Inc. (DMS) in Q2 2022, closing a stake of 2 shares.

Ellevest Inc first reported a position in DMS in Q4 2021 and held it in 2 quarters. The position peaked at $0 in Q1 2022. 29 funds tracked by Wall St. Rank hold DMS as of Q2 2022.

Ellevest Inc reported no remaining Digital Media Solutions, Inc. position as of Q2 2022 after selling out during the quarter.
Ellevest Inc sold 2 Digital Media Solutions, Inc. shares in Q2 2022.
Ellevest Inc first reported a position in Digital Media Solutions, Inc. in Q4 2021 and held it in 2 quarters.
Ellevest Inc's Digital Media Solutions, Inc. position peaked at $0 in Q1 2022.
29 funds tracked by Wall St. Rank held Digital Media Solutions, Inc. as of Q2 2022.

Based on Ellevest Inc's 13F filing for Q2 2022, filed 18 Jul 2022.