FDS
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First Dallas Securities’s Research Solutions RSSS Stock Holding History

First Dallas Securities’s Portfolio RSSS Stock Details RSSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-154,990
Closed -$387K – 168
2023
Q3 		$387K Buy
+154,990
New +$344K 0.09% 119

Other funds holding RSSS

CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $875M AUM 20.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Dallas Securities's RSSS Position: Q4 2023 in Review

First Dallas Securities sold out of Research Solutions (RSSS) in Q4 2023, closing a stake of 154,990 shares — an estimated $387K sold.

First Dallas Securities first reported a position in RSSS in Q3 2023 and held it in 1 quarter. The position peaked at $387K in Q3 2023. 29 funds tracked by Wall St. Rank hold RSSS as of Q4 2023.

  • First Dallas Securities reported no remaining Research Solutions position as of Q4 2023 after selling out during the quarter.
  • First Dallas Securities sold 154,990 Research Solutions shares in Q4 2023, an estimated $387K.
  • First Dallas Securities first reported a position in Research Solutions in Q3 2023 and held it in 1 quarter.
  • First Dallas Securities's Research Solutions position peaked at $387K in Q3 2023.
  • 29 funds tracked by Wall St. Rank held Research Solutions as of Q4 2023.

Based on First Dallas Securities's 13F filing for Q4 2023, filed 13 Feb 2024.