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Financial Gravity Asset Management’s Davis Select US Equity ETF DUSA Stock Holding History

Financial Gravity Asset Management’s Portfolio DUSA Stock Details DUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-69
Closed -$30K – 962
2021
Q2 		$30K Buy
+69
New +$2.43K 0.01% 711

Other funds holding DUSA

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Financial Gravity Asset Management's DUSA Position: Q3 2021 in Review

Financial Gravity Asset Management sold out of Davis Select US Equity ETF (DUSA) in Q3 2021, closing a stake of 69 shares — an estimated $30K sold.

Financial Gravity Asset Management first reported a position in DUSA in Q2 2021 and held it in 1 quarter. The position peaked at $30K in Q2 2021. 40 funds tracked by Wall St. Rank hold DUSA as of Q3 2021.

  • Financial Gravity Asset Management reported no remaining Davis Select US Equity ETF position as of Q3 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 69 Davis Select US Equity ETF shares in Q3 2021, an estimated $30K.
  • Financial Gravity Asset Management first reported a position in Davis Select US Equity ETF in Q2 2021 and held it in 1 quarter.
  • Financial Gravity Asset Management's Davis Select US Equity ETF position peaked at $30K in Q2 2021.
  • 40 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.