Financial Gravity Asset Management’s Dillards DDS Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-1	Closed	-$390	–	1679
2024 Q1	$390	Buy	+1	New	+$410	﹤0.01%	1438
2023 Q3	–	Sell	-326	Closed	-$236	–	1377
2023 Q2	$236	Buy	326 +18	+6%	+$5.5K	﹤0.01%	1148
2023 Q1	$1	Sell	308 -15	-5%	-$5.33K	﹤0.01%	1043
2022 Q4	$197	Buy	+323	New	+$105K	﹤0.01%	948

Other funds holding DDS

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Financial Gravity Asset Management's DDS Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Dillards (DDS) in Q2 2024, closing a stake of 1 share — an estimated $390 sold.

Financial Gravity Asset Management first reported a position in DDS in Q4 2022 and held it in 4 quarters. The position peaked at $390 in Q1 2024. 253 funds tracked by Wall St. Rank hold DDS as of Q2 2024.

Financial Gravity Asset Management reported no remaining Dillards position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 1 Dillards share in Q2 2024, an estimated $390.
Financial Gravity Asset Management first reported a position in Dillards in Q4 2022 and held it in 4 quarters.
Financial Gravity Asset Management's Dillards position peaked at $390 in Q1 2024.
253 funds tracked by Wall St. Rank held Dillards as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.