EWM
DPLO

Executive Wealth Management’s DIPLOMAT PHARMACY, INC. DPLO Stock Holding History

Executive Wealth Management’s Portfolio DPLO Stock Details DPLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-130
Closed -$1K – 913
2019
Q2 		$1K Hold
130
– – ﹤0.01% 889
2019
Q1 		$1K Hold
130
– – ﹤0.01% 822
2018
Q4 		$2K Buy
+130
New +$2.19K ﹤0.01% 794

Other funds holding DPLO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Executive Wealth Management's DPLO Position: Q3 2019 in Review

Executive Wealth Management sold out of DIPLOMAT PHARMACY, INC. (DPLO) in Q3 2019, closing a stake of 130 shares — an estimated $1K sold.

Executive Wealth Management first reported a position in DPLO in Q4 2018 and held it in 3 quarters. The position peaked at $2K in Q4 2018. 137 funds tracked by Wall St. Rank hold DPLO as of Q3 2019.

  • Executive Wealth Management reported no remaining DIPLOMAT PHARMACY, INC. position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 130 DIPLOMAT PHARMACY, INC. shares in Q3 2019, an estimated $1K.
  • Executive Wealth Management first reported a position in DIPLOMAT PHARMACY, INC. in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's DIPLOMAT PHARMACY, INC. position peaked at $2K in Q4 2018.
  • 137 funds tracked by Wall St. Rank held DIPLOMAT PHARMACY, INC. as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.