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Independent Solutions Wealth Management’s Dick's Sporting Goods DKS Stock Holding History

Independent Solutions Wealth Management’s Portfolio DKS Stock Details DKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,784
Closed -$236K – 205
2023
Q2 		$236K Hold
1,784
– – 0.06% 194
2023
Q1 		$253K Sell
1,784
-30
-2% -$4K 0.07% 183
2022
Q4 		$218K Buy
+1,814
New +$204K 0.07% 203

Other funds holding DKS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Independent Solutions Wealth Management's DKS Position: Q3 2023 in Review

Independent Solutions Wealth Management sold out of Dick's Sporting Goods (DKS) in Q3 2023, closing a stake of 1,784 shares — an estimated $236K sold.

Independent Solutions Wealth Management first reported a position in DKS in Q4 2022 and held it in 3 quarters. The position peaked at $253K in Q1 2023. 526 funds tracked by Wall St. Rank hold DKS as of Q3 2023.

  • Independent Solutions Wealth Management reported no remaining Dick's Sporting Goods position as of Q3 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 1,784 Dick's Sporting Goods shares in Q3 2023, an estimated $236K.
  • Independent Solutions Wealth Management first reported a position in Dick's Sporting Goods in Q4 2022 and held it in 3 quarters.
  • Independent Solutions Wealth Management's Dick's Sporting Goods position peaked at $253K in Q1 2023.
  • 526 funds tracked by Wall St. Rank held Dick's Sporting Goods as of Q3 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q3 2023, filed 19 Dec 2024.