EverSource Wealth Advisors’s dLocal DLO Stock Holding History

EverSource Wealth Advisors’s Portfolio DLO Stock Details DLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$311	Buy	+24	New	+$313	﹤0.01%	4134
2025 Q2	–	Sell	-6	Closed	-$50	–	4281
2025 Q1	$50	Hold	6	–	–	﹤0.01%	3900
2024 Q4	$68	Hold	6	–	–	﹤0.01%	3604
2024 Q3	$48	Hold	6	–	–	﹤0.01%	3006
2024 Q2	$46	Sell	6 -747	-99%	-$8.77K	﹤0.01%	3031
2024 Q1	$10.7K	Sell	753 -450	-37%	-$7.53K	﹤0.01%	1654
2023 Q4	$21.3K	Buy	1,203 +759	+171%	+$13.6K	﹤0.01%	1208
2023 Q3	$8.51K	Hold	444	–	–	﹤0.01%	1486
2023 Q2	$5.42K	Sell	444 -50	-10%	-$661	﹤0.01%	1697
2023 Q1	$8.01K	Buy	494 +373	+308%	+$5.87K	﹤0.01%	1460
2022 Q4	$1.88K	Sell	121 -9	-7%	-$158	﹤0.01%	1924
2022 Q3	$2K	Buy	130 +121	+1,344%	+$3.22K	﹤0.01%	1654
2022 Q2	$0	Buy	+9	New	+$230	﹤0.01%	1754

Other funds holding DLO

General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cria Inc New York $138M AUM

Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return