IAA
DM

Independent Advisor Alliance’s Desktop Metal, Inc. DM Stock Holding History

Independent Advisor Alliance’s Portfolio DM Stock Details DM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,192
Closed -$85K – 712
2021
Q3 		$85K Buy
+1,192
New +$104K ﹤0.01% 612

Other funds holding DM

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
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Independent Advisor Alliance's DM Position: Q4 2021 in Review

Independent Advisor Alliance sold out of Desktop Metal, Inc. (DM) in Q4 2021, closing a stake of 1,192 shares — an estimated $85K sold.

Independent Advisor Alliance first reported a position in DM in Q3 2021 and held it in 1 quarter. The position peaked at $85K in Q3 2021. 230 funds tracked by Wall St. Rank hold DM as of Q4 2021.

  • Independent Advisor Alliance reported no remaining Desktop Metal, Inc. position as of Q4 2021 after selling out during the quarter.
  • Independent Advisor Alliance sold 1,192 Desktop Metal, Inc. shares in Q4 2021, an estimated $85K.
  • Independent Advisor Alliance first reported a position in Desktop Metal, Inc. in Q3 2021 and held it in 1 quarter.
  • Independent Advisor Alliance's Desktop Metal, Inc. position peaked at $85K in Q3 2021.
  • 230 funds tracked by Wall St. Rank held Desktop Metal, Inc. as of Q4 2021.

Based on Independent Advisor Alliance's 13F filing for Q4 2021, filed 11 Feb 2022.