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Garrett Wealth Advisory Group’s Delek US DK Stock Holding History

Garrett Wealth Advisory Group’s Portfolio DK Stock Details DK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-40
Closed -$1.45K – 198
2019
Q3 		$1.45K Buy
+40
New +$1.47K ﹤0.01% 634

Other funds holding DK

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Garrett Wealth Advisory Group's DK Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Delek US (DK) in Q4 2019, closing a stake of 40 shares — an estimated $1.45K sold.

Garrett Wealth Advisory Group first reported a position in DK in Q3 2019 and held it in 1 quarter. The position peaked at $1.45K in Q3 2019. 256 funds tracked by Wall St. Rank hold DK as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Delek US position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 40 Delek US shares in Q4 2019, an estimated $1.45K.
  • Garrett Wealth Advisory Group first reported a position in Delek US in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Delek US position peaked at $1.45K in Q3 2019.
  • 256 funds tracked by Wall St. Rank held Delek US as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.