GWMIA
AD

Global Wealth Management Investment Advisory’s Array Digital Infrastructure AD Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio AD Stock Details AD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-80
Closed -$2K – 455
2022
Q2 		$2K Hold
80
– – ﹤0.01% 433
2022
Q1 		$2K Hold
80
– – ﹤0.01% 435
2021
Q4 		$3K Hold
80
– – ﹤0.01% 392
2021
Q3 		$3K Hold
80
– – ﹤0.01% 401
2021
Q2 		$3K Hold
80
– – ﹤0.01% 381
2021
Q1 		$3K Hold
80
– – ﹤0.01% 402
2020
Q4 		$2K Buy
+80
New +$2.43K ﹤0.01% 408

Other funds holding AD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Global Wealth Management Investment Advisory's AD Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Array Digital Infrastructure (AD) in Q3 2022, closing a stake of 80 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in AD in Q4 2020 and held it in 7 quarters. The position peaked at $3K in Q4 2021. 135 funds tracked by Wall St. Rank hold AD as of Q3 2022.

  • Global Wealth Management Investment Advisory reported no remaining Array Digital Infrastructure position as of Q3 2022 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 80 Array Digital Infrastructure shares in Q3 2022, an estimated $2K.
  • Global Wealth Management Investment Advisory first reported a position in Array Digital Infrastructure in Q4 2020 and held it in 7 quarters.
  • Global Wealth Management Investment Advisory's Array Digital Infrastructure position peaked at $3K in Q4 2021.
  • 135 funds tracked by Wall St. Rank held Array Digital Infrastructure as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.