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Foundations Investment Advisors’s Delek Logistics DKL Stock Holding History

Foundations Investment Advisors’s Portfolio DKL Stock Details DKL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,898
Closed -$207K – 877
2024
Q4 		$207K Buy
4,898
+75
+2% +$2.99K ﹤0.01% 797
2024
Q3 		$211K Buy
+4,823
New +$197K ﹤0.01% 761

Other funds holding DKL

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Foundations Investment Advisors's DKL Position: Q1 2025 in Review

Foundations Investment Advisors sold out of Delek Logistics (DKL) in Q1 2025, closing a stake of 4,898 shares — an estimated $207K sold.

Foundations Investment Advisors first reported a position in DKL in Q3 2024 and held it in 2 quarters. The position peaked at $211K in Q3 2024. 84 funds tracked by Wall St. Rank hold DKL as of Q1 2025.

  • Foundations Investment Advisors reported no remaining Delek Logistics position as of Q1 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 4,898 Delek Logistics shares in Q1 2025, an estimated $207K.
  • Foundations Investment Advisors first reported a position in Delek Logistics in Q3 2024 and held it in 2 quarters.
  • Foundations Investment Advisors's Delek Logistics position peaked at $211K in Q3 2024.
  • 84 funds tracked by Wall St. Rank held Delek Logistics as of Q1 2025.

Based on Foundations Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.