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Fortress Wealth Management’s Ginkgo Bioworks DNA Stock Holding History

Fortress Wealth Management’s Portfolio DNA Stock Details DNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-250
Closed -$3.34K – 71
2024
Q2 		$3.34K Hold
250
– – ﹤0.01% 69
2024
Q1 		$11.6K Hold
250
– – 0.01% 67
2023
Q4 		$16.9K Buy
+250
New +$15.3K 0.01% 64

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BlackRock
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D.E. Shaw & Co
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Fortress Wealth Management's DNA Position: Q3 2024 in Review

Fortress Wealth Management sold out of Ginkgo Bioworks (DNA) in Q3 2024, closing a stake of 250 shares — an estimated $3.34K sold.

Fortress Wealth Management first reported a position in DNA in Q4 2023 and held it in 3 quarters. The position peaked at $16.9K in Q4 2023. 159 funds tracked by Wall St. Rank hold DNA as of Q3 2024.

  • Fortress Wealth Management reported no remaining Ginkgo Bioworks position as of Q3 2024 after selling out during the quarter.
  • Fortress Wealth Management sold 250 Ginkgo Bioworks shares in Q3 2024, an estimated $3.34K.
  • Fortress Wealth Management first reported a position in Ginkgo Bioworks in Q4 2023 and held it in 3 quarters.
  • Fortress Wealth Management's Ginkgo Bioworks position peaked at $16.9K in Q4 2023.
  • 159 funds tracked by Wall St. Rank held Ginkgo Bioworks as of Q3 2024.

Based on Fortress Wealth Management's 13F filing for Q3 2024, filed 18 Oct 2024.