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ICA Group Wealth Management’s Douglas Elliman DOUG Stock Holding History

ICA Group Wealth Management’s Portfolio DOUG Stock Details DOUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-231
Closed -$513 – 459
2023
Q2 		$513 Hold
231
– – ﹤0.01% 1248
2023
Q1 		$684 Hold
231
– – ﹤0.01% 1175
2022
Q4 		$895 Buy
+231
New +$921 ﹤0.01% 1185

Other funds holding DOUG

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ICA Group Wealth Management's DOUG Position: Q3 2023 in Review

ICA Group Wealth Management sold out of Douglas Elliman (DOUG) in Q3 2023, closing a stake of 231 shares — an estimated $513 sold.

ICA Group Wealth Management first reported a position in DOUG in Q4 2022 and held it in 3 quarters. The position peaked at $895 in Q4 2022. 148 funds tracked by Wall St. Rank hold DOUG as of Q3 2023.

  • ICA Group Wealth Management reported no remaining Douglas Elliman position as of Q3 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 231 Douglas Elliman shares in Q3 2023, an estimated $513.
  • ICA Group Wealth Management first reported a position in Douglas Elliman in Q4 2022 and held it in 3 quarters.
  • ICA Group Wealth Management's Douglas Elliman position peaked at $895 in Q4 2022.
  • 148 funds tracked by Wall St. Rank held Douglas Elliman as of Q3 2023.

Based on ICA Group Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.