Icon Wealth Partners’s Delek US DK Stock Holding History

Icon Wealth Partners’s Portfolio DK Stock Details DK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-544	Closed	-$20K	–	313
2019 Q1	$20K	Buy	+544	New	+$18.5K	0.01%	546

Other funds holding DK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Icon Wealth Partners's DK Position: Q2 2019 in Review

Icon Wealth Partners sold out of Delek US (DK) in Q2 2019, closing a stake of 544 shares — an estimated $20K sold.

Icon Wealth Partners first reported a position in DK in Q1 2019 and held it in 1 quarter. The position peaked at $20K in Q1 2019. 256 funds tracked by Wall St. Rank hold DK as of Q2 2019.

Icon Wealth Partners reported no remaining Delek US position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 544 Delek US shares in Q2 2019, an estimated $20K.
Icon Wealth Partners first reported a position in Delek US in Q1 2019 and held it in 1 quarter.
Icon Wealth Partners's Delek US position peaked at $20K in Q1 2019.
256 funds tracked by Wall St. Rank held Delek US as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.