IWC
DM

Integrated Wealth Concepts’s Desktop Metal, Inc. DM Stock Holding History

Integrated Wealth Concepts’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
2023
Q3 		– Sell
-1,201
Closed -$21.3K – 1639
2023
Q2 		$21.3K Hold
1,201
– – ﹤0.01% 1539
2023
Q1 		$28K Sell
1,201
-49
-4% -$925 ﹤0.01% 1319
2022
Q4 		$17K Buy
+1,250
New +$26.1K ﹤0.01% 1024

Other funds holding DM

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
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Integrated Wealth Concepts's DM Position: Q3 2023 in Review

Integrated Wealth Concepts sold out of Desktop Metal, Inc. (DM) in Q3 2023, closing a stake of 1,201 shares — an estimated $21.3K sold.

Integrated Wealth Concepts first reported a position in DM in Q4 2022 and held it in 3 quarters. The position peaked at $28K in Q1 2023. 184 funds tracked by Wall St. Rank hold DM as of Q3 2023.

  • Integrated Wealth Concepts reported no remaining Desktop Metal, Inc. position as of Q3 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 1,201 Desktop Metal, Inc. shares in Q3 2023, an estimated $21.3K.
  • Integrated Wealth Concepts first reported a position in Desktop Metal, Inc. in Q4 2022 and held it in 3 quarters.
  • Integrated Wealth Concepts's Desktop Metal, Inc. position peaked at $28K in Q1 2023.
  • 184 funds tracked by Wall St. Rank held Desktop Metal, Inc. as of Q3 2023.

Based on Integrated Wealth Concepts's 13F filing for Q3 2023, filed 15 Nov 2023.