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Foundations Investment Advisors’s Dillards DDS Stock Holding History

Foundations Investment Advisors’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
2022
Q2 		– Sell
-717
Closed -$213K – 399
2022
Q1 		$213K Buy
+717
New +$185K 0.01% 331

Other funds holding DDS

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CWM
ClientFirst Wealth Management Little Rock, Arkansas $118M AUM 40.43% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foundations Investment Advisors's DDS Position: Q2 2022 in Review

Foundations Investment Advisors sold out of Dillards (DDS) in Q2 2022, closing a stake of 717 shares — an estimated $213K sold.

Foundations Investment Advisors first reported a position in DDS in Q1 2022 and held it in 1 quarter. The position peaked at $213K in Q1 2022. 215 funds tracked by Wall St. Rank hold DDS as of Q2 2022.

  • Foundations Investment Advisors reported no remaining Dillards position as of Q2 2022 after selling out during the quarter.
  • Foundations Investment Advisors sold 717 Dillards shares in Q2 2022, an estimated $213K.
  • Foundations Investment Advisors first reported a position in Dillards in Q1 2022 and held it in 1 quarter.
  • Foundations Investment Advisors's Dillards position peaked at $213K in Q1 2022.
  • 215 funds tracked by Wall St. Rank held Dillards as of Q2 2022.

Based on Foundations Investment Advisors's 13F filing for Q2 2022, filed 8 Jul 2022.