Focused Wealth Management’s Youdao DAO Stock Holding History

Focused Wealth Management’s Portfolio DAO Stock Details DAO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-2,000	Closed	-$52K	–	837
2020 Q3	$52K	Buy	+2,000	New	+$68.5K	0.01%	313

Other funds holding DAO

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.19B AUM 3.99% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

GAM

Greenwoods Asset Management Grand Cayman, Cayman Islands $4.35B AUM 149.74% 1-Year Est. Return

TLA

Tree Line Advisors Central, Hong Kong $233M AUM 53.71% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Focused Wealth Management's DAO Position: Q4 2020 in Review

Focused Wealth Management sold out of Youdao (DAO) in Q4 2020, closing a stake of 2,000 shares — an estimated $52K sold.

Focused Wealth Management first reported a position in DAO in Q3 2020 and held it in 1 quarter. The position peaked at $52K in Q3 2020. 44 funds tracked by Wall St. Rank hold DAO as of Q4 2020.

Focused Wealth Management reported no remaining Youdao position as of Q4 2020 after selling out during the quarter.
Focused Wealth Management sold 2,000 Youdao shares in Q4 2020, an estimated $52K.
Focused Wealth Management first reported a position in Youdao in Q3 2020 and held it in 1 quarter.
Focused Wealth Management's Youdao position peaked at $52K in Q3 2020.
44 funds tracked by Wall St. Rank held Youdao as of Q4 2020.

Based on Focused Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.