EWM
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Evermay Wealth Management’s Trump Media & Technology Group DJT Stock Holding History

Evermay Wealth Management’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-23
Closed -$1.43K – 634
2024
Q1 		$1.43K Hold
23
– – ﹤0.01% 555
2023
Q4 		$403 Hold
23
– – ﹤0.01% 585
2023
Q3 		$378 Hold
23
– – ﹤0.01% 539
2023
Q2 		$289 Hold
23
– – ﹤0.01% 536
2023
Q1 		$324 Hold
23
– – ﹤0.01% 515
2022
Q4 		$345 Hold
23
– – ﹤0.01% 535
2022
Q3 		$0 Hold
23
– – ﹤0.01% 570
2022
Q2 		$1K Hold
23
– – ﹤0.01% 507
2022
Q1 		$1K Hold
23
– – ﹤0.01% 514
2021
Q4 		$1K Buy
+23
New +$1.04K ﹤0.01% 502

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
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State Street
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GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Evermay Wealth Management's DJT Position: Q2 2024 in Review

Evermay Wealth Management sold out of Trump Media & Technology Group (DJT) in Q2 2024, closing a stake of 23 shares — an estimated $1.43K sold.

Evermay Wealth Management first reported a position in DJT in Q4 2021 and held it in 10 quarters. The position peaked at $1.43K in Q1 2024. 259 funds tracked by Wall St. Rank hold DJT as of Q2 2024.

  • Evermay Wealth Management reported no remaining Trump Media & Technology Group position as of Q2 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 23 Trump Media & Technology Group shares in Q2 2024, an estimated $1.43K.
  • Evermay Wealth Management first reported a position in Trump Media & Technology Group in Q4 2021 and held it in 10 quarters.
  • Evermay Wealth Management's Trump Media & Technology Group position peaked at $1.43K in Q1 2024.
  • 259 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2024.

Based on Evermay Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.