IAA
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Independent Advisor Alliance’s Direct Digital Holdings DRCT Stock Holding History

Independent Advisor Alliance’s Portfolio DRCT Stock Details DRCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-50
Closed -$167K – 716
2024
Q1 		$167K Buy
+50
New +$192K 0.01% 664

Other funds holding DRCT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PFMU
Privium Fund Management (UK) London, United Kingdom $197M AUM 0.58% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Independent Advisor Alliance's DRCT Position: Q2 2024 in Review

Independent Advisor Alliance sold out of Direct Digital Holdings (DRCT) in Q2 2024, closing a stake of 50 shares — an estimated $167K sold.

Independent Advisor Alliance first reported a position in DRCT in Q1 2024 and held it in 1 quarter. The position peaked at $167K in Q1 2024. 11 funds tracked by Wall St. Rank hold DRCT as of Q2 2024.

  • Independent Advisor Alliance reported no remaining Direct Digital Holdings position as of Q2 2024 after selling out during the quarter.
  • Independent Advisor Alliance sold 50 Direct Digital Holdings shares in Q2 2024, an estimated $167K.
  • Independent Advisor Alliance first reported a position in Direct Digital Holdings in Q1 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's Direct Digital Holdings position peaked at $167K in Q1 2024.
  • 11 funds tracked by Wall St. Rank held Direct Digital Holdings as of Q2 2024.

Based on Independent Advisor Alliance's 13F filing for Q2 2024, filed 12 Aug 2024.