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Johnson Financial Group Inc (Wisconsin)’s Davis Select US Equity ETF DUSA Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio DUSA Stock Details DUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,500
Closed -$82K – 699
2022
Q1 		$82K Hold
2,500
– – 0.01% 377
2021
Q4 		$85K Hold
2,500
– – 0.01% 383
2021
Q3 		$85K Hold
2,500
– – 0.01% 350
2021
Q2 		$88K Sell
2,500
-63
-2% -$2.21K 0.01% 353
2021
Q1 		$85K Buy
+2,563
New +$81K 0.01% 353

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s DUSA Position: Q2 2022 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Davis Select US Equity ETF (DUSA) in Q2 2022, closing a stake of 2,500 shares — an estimated $82K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in DUSA in Q1 2021 and held it in 5 quarters. The position peaked at $88K in Q2 2021. 43 funds tracked by Wall St. Rank hold DUSA as of Q2 2022.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Davis Select US Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 2,500 Davis Select US Equity ETF shares in Q2 2022, an estimated $82K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Davis Select US Equity ETF in Q1 2021 and held it in 5 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Davis Select US Equity ETF position peaked at $88K in Q2 2021.
  • 43 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q2 2022.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2022, filed 15 Aug 2022.