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Joule Financial’s Davis Select Worldwide ETF DWLD Stock Holding History

Joule Financial’s Portfolio DWLD Stock Details DWLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-9,549
Closed -$262K – 112
2023
Q3 		$262K Buy
+9,549
New +$276K 0.13% 85

Other funds holding DWLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAA
Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Joule Financial's DWLD Position: Q4 2023 in Review

Joule Financial sold out of Davis Select Worldwide ETF (DWLD) in Q4 2023, closing a stake of 9,549 shares — an estimated $262K sold.

Joule Financial first reported a position in DWLD in Q3 2023 and held it in 1 quarter. The position peaked at $262K in Q3 2023. 43 funds tracked by Wall St. Rank hold DWLD as of Q4 2023.

  • Joule Financial reported no remaining Davis Select Worldwide ETF position as of Q4 2023 after selling out during the quarter.
  • Joule Financial sold 9,549 Davis Select Worldwide ETF shares in Q4 2023, an estimated $262K.
  • Joule Financial first reported a position in Davis Select Worldwide ETF in Q3 2023 and held it in 1 quarter.
  • Joule Financial's Davis Select Worldwide ETF position peaked at $262K in Q3 2023.
  • 43 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q4 2023.

Based on Joule Financial's 13F filing for Q4 2023, filed 11 Jan 2024.