JWM
DSS icon

Jackson Wealth Management’s DSS Inc DSS Stock Holding History

Jackson Wealth Management’s Portfolio DSS Stock Details DSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,231
Closed -$374K – 122
2020
Q4 		$374K Buy
3,231
+538
+20% +$51.2K 0.05% 120
2020
Q3 		$228K Buy
+2,693
New +$342K 0.03% 118

Other funds holding DSS

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
SFI
Susquehanna Fundamental Investments Bala Cynwyd, Pennsylvania $2.67B AUM 21.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Jackson Wealth Management's DSS Position: Q1 2021 in Review

Jackson Wealth Management sold out of DSS Inc (DSS) in Q1 2021, closing a stake of 3,231 shares — an estimated $374K sold.

Jackson Wealth Management first reported a position in DSS in Q3 2020 and held it in 2 quarters. The position peaked at $374K in Q4 2020. 25 funds tracked by Wall St. Rank hold DSS as of Q1 2021.

  • Jackson Wealth Management reported no remaining DSS Inc position as of Q1 2021 after selling out during the quarter.
  • Jackson Wealth Management sold 3,231 DSS Inc shares in Q1 2021, an estimated $374K.
  • Jackson Wealth Management first reported a position in DSS Inc in Q3 2020 and held it in 2 quarters.
  • Jackson Wealth Management's DSS Inc position peaked at $374K in Q4 2020.
  • 25 funds tracked by Wall St. Rank held DSS Inc as of Q1 2021.

Based on Jackson Wealth Management's 13F filing for Q1 2021, filed 12 Apr 2021.