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Householder Group Estate & Retirement Specialist’s Deswell Industries DSWL Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio DSWL Stock Details DSWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,038
Closed -$5K – 707
2024
Q3 		$5K Hold
2,038
– – ﹤0.01% 922
2024
Q2 		$5K Hold
2,038
– – ﹤0.01% 928
2024
Q1 		$4.55K Hold
2,038
– – ﹤0.01% 943
2023
Q4 		$5K Hold
2,038
– – ﹤0.01% 884
2023
Q3 		$4.83K Buy
+2,038
New +$5.13K ﹤0.01% 945
2023
Q1 		$5K Buy
+2,038
New +$6.05K ﹤0.01% 949
2022
Q4 		– Sell
-2,038
Closed -$6K – 503
2022
Q3 		$6K Buy
+2,038
New +$6.41K ﹤0.01% 836

Other funds holding DSWL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
LDNAM
Lepercq De Neuflize Asset Management New York $138M AUM 15.9% 1-Year Est. Return
LMAF
Lepercq Multi-Asset Fund Hamilton, Bermuda $139M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DSWL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Deswell Industries (DSWL) in Q4 2024, closing a stake of 2,038 shares — an estimated $5K sold.

Householder Group Estate & Retirement Specialist first reported a position in DSWL in Q3 2022 and held it in 7 quarters. The position peaked at $6K in Q3 2022. 12 funds tracked by Wall St. Rank hold DSWL as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Deswell Industries position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 2,038 Deswell Industries shares in Q4 2024, an estimated $5K.
  • Householder Group Estate & Retirement Specialist first reported a position in Deswell Industries in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Deswell Industries position peaked at $6K in Q3 2022.
  • 12 funds tracked by Wall St. Rank held Deswell Industries as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.