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IHT Wealth Management’s Delek US DK Stock Holding History

IHT Wealth Management’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
2023
Q2 		– Sell
-31,085
Closed -$713K – 982
2023
Q1 		$713K Sell
31,085
-13,030
-30% -$326K 0.04% 397
2022
Q4 		$1.19M Buy
44,115
+21,590
+96% +$637K 0.07% 264
2022
Q3 		$611K Buy
+22,525
New +$595K 0.05% 399

Other funds holding DK

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

IHT Wealth Management's DK Position: Q2 2023 in Review

IHT Wealth Management sold out of Delek US (DK) in Q2 2023, closing a stake of 31,085 shares — an estimated $713K sold.

IHT Wealth Management first reported a position in DK in Q3 2022 and held it in 3 quarters. The position peaked at $1.19M in Q4 2022. 208 funds tracked by Wall St. Rank hold DK as of Q2 2023.

  • IHT Wealth Management reported no remaining Delek US position as of Q2 2023 after selling out during the quarter.
  • IHT Wealth Management sold 31,085 Delek US shares in Q2 2023, an estimated $713K.
  • IHT Wealth Management first reported a position in Delek US in Q3 2022 and held it in 3 quarters.
  • IHT Wealth Management's Delek US position peaked at $1.19M in Q4 2022.
  • 208 funds tracked by Wall St. Rank held Delek US as of Q2 2023.

Based on IHT Wealth Management's 13F filing for Q2 2023, filed 15 Aug 2023.