GI
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Gradient Investments’s Dominari Holdings DOMH Stock Holding History

Gradient Investments’s Portfolio DOMH Stock Details DOMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed -$3 – 1385
2023
Q4 		$3 Hold
1
– – ﹤0.01% 1826
2023
Q3 		$2 Hold
1
– – ﹤0.01% 1804
2023
Q2 		$3 Hold
1
– – ﹤0.01% 1765
2023
Q1 		$3 Hold
1
– – ﹤0.01% 1500
2022
Q4 		$3 Hold
1
– – ﹤0.01% 1489
2022
Q3 		$0 Hold
1
– – ﹤0.01% 1379
2022
Q2 		$0 Buy
+1
New +$6 ﹤0.01% 1249

Other funds holding DOMH

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Gradient Investments's DOMH Position: Q1 2024 in Review

Gradient Investments sold out of Dominari Holdings (DOMH) in Q1 2024, closing a stake of 1 share — an estimated $3 sold.

Gradient Investments first reported a position in DOMH in Q2 2022 and held it in 7 quarters. The position peaked at $3 in Q4 2023. 17 funds tracked by Wall St. Rank hold DOMH as of Q1 2024.

  • Gradient Investments reported no remaining Dominari Holdings position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 1 Dominari Holdings share in Q1 2024, an estimated $3.
  • Gradient Investments first reported a position in Dominari Holdings in Q2 2022 and held it in 7 quarters.
  • Gradient Investments's Dominari Holdings position peaked at $3 in Q4 2023.
  • 17 funds tracked by Wall St. Rank held Dominari Holdings as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.