EWA
DMS

EverSource Wealth Advisors’s Digital Media Solutions, Inc. DMS Stock Holding History

EverSource Wealth Advisors’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
Q1 		– Sell
-32
Closed -$2K – 1898
2021
Q4 		$2K Buy
+32
New +$2.71K ﹤0.01% 1659

Other funds holding DMS

SST
S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return

EverSource Wealth Advisors's DMS Position: Q1 2022 in Review

EverSource Wealth Advisors sold out of Digital Media Solutions, Inc. (DMS) in Q1 2022, closing a stake of 32 shares — an estimated $2K sold.

EverSource Wealth Advisors first reported a position in DMS in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 41 funds tracked by Wall St. Rank hold DMS as of Q1 2022.

  • EverSource Wealth Advisors reported no remaining Digital Media Solutions, Inc. position as of Q1 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 32 Digital Media Solutions, Inc. shares in Q1 2022, an estimated $2K.
  • EverSource Wealth Advisors first reported a position in Digital Media Solutions, Inc. in Q4 2021 and held it in 1 quarter.
  • EverSource Wealth Advisors's Digital Media Solutions, Inc. position peaked at $2K in Q4 2021.
  • 41 funds tracked by Wall St. Rank held Digital Media Solutions, Inc. as of Q1 2022.

Based on EverSource Wealth Advisors's 13F filing for Q1 2022, filed 25 May 2022.