IAM Advisory’s Ginkgo Bioworks DNA Stock Holding History

IAM Advisory’s Portfolio DNA Stock Details DNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-413	Closed	-$27.9K	–	105
2023 Q4	$27.9K	Buy	413 +78	+23%	+$4.78K	0.01%	98
2023 Q3	$24.3K	Buy	+335	New	+$26.8K	0.01%	94

Other funds holding DNA

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACG

Anchorage Capital Group New York $450M AUM 41.75% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

IAM Advisory's DNA Position: Q1 2024 in Review

IAM Advisory sold out of Ginkgo Bioworks (DNA) in Q1 2024, closing a stake of 413 shares — an estimated $27.9K sold.

IAM Advisory first reported a position in DNA in Q3 2023 and held it in 2 quarters. The position peaked at $27.9K in Q4 2023. 342 funds tracked by Wall St. Rank hold DNA as of Q1 2024.

IAM Advisory reported no remaining Ginkgo Bioworks position as of Q1 2024 after selling out during the quarter.
IAM Advisory sold 413 Ginkgo Bioworks shares in Q1 2024, an estimated $27.9K.
IAM Advisory first reported a position in Ginkgo Bioworks in Q3 2023 and held it in 2 quarters.
IAM Advisory's Ginkgo Bioworks position peaked at $27.9K in Q4 2023.
342 funds tracked by Wall St. Rank held Ginkgo Bioworks as of Q1 2024.

Based on IAM Advisory's 13F filing for Q1 2024, filed 15 Apr 2024.