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Financial Advocates Investment Management’s Dillards DDS Stock Holding History

Financial Advocates Investment Management’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,961
Closed -$982K – 783
2022
Q3 		$982K Buy
+10,961
New +$2.9M 0.08% 254

Other funds holding DDS

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CWM
ClientFirst Wealth Management Little Rock, Arkansas $122M AUM 28.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's DDS Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Dillards (DDS) in Q4 2022, closing a stake of 10,961 shares — an estimated $982K sold.

Financial Advocates Investment Management first reported a position in DDS in Q3 2022 and held it in 1 quarter. The position peaked at $982K in Q3 2022. 245 funds tracked by Wall St. Rank hold DDS as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Dillards position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 10,961 Dillards shares in Q4 2022, an estimated $982K.
  • Financial Advocates Investment Management first reported a position in Dillards in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Dillards position peaked at $982K in Q3 2022.
  • 245 funds tracked by Wall St. Rank held Dillards as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.