GWMIA
DLPN icon

Global Wealth Management Investment Advisory’s Dolphin Entertainment DLPN Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio DLPN Stock Details DLPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-450
Closed -$4K – 483
2020
Q2 		$4K Buy
+450
New +$2.97K ﹤0.01% 449

Other funds holding DLPN

BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MAS
Managed Account Services Coconut Grove, Florida $380M AUM 25.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DSC
Duncker Streett & Co St. Louis, Missouri $591M AUM 26.48% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Global Wealth Management Investment Advisory's DLPN Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of Dolphin Entertainment (DLPN) in Q3 2020, closing a stake of 450 shares — an estimated $4K sold.

Global Wealth Management Investment Advisory first reported a position in DLPN in Q2 2020 and held it in 1 quarter. The position peaked at $4K in Q2 2020. 10 funds tracked by Wall St. Rank hold DLPN as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining Dolphin Entertainment position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 450 Dolphin Entertainment shares in Q3 2020, an estimated $4K.
  • Global Wealth Management Investment Advisory first reported a position in Dolphin Entertainment in Q2 2020 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Dolphin Entertainment position peaked at $4K in Q2 2020.
  • 10 funds tracked by Wall St. Rank held Dolphin Entertainment as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.