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Kathleen S. Wright Associates’s Davis Select Worldwide ETF DWLD Stock Holding History

Kathleen S. Wright Associates’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
2022
Q1 		– Sell
-1,011
Closed -$30K – 149
2021
Q4 		$30K Buy
+1,011
New +$30.7K 0.02% 114

Other funds holding DWLD

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kathleen S. Wright Associates's DWLD Position: Q1 2022 in Review

Kathleen S. Wright Associates sold out of Davis Select Worldwide ETF (DWLD) in Q1 2022, closing a stake of 1,011 shares — an estimated $30K sold.

Kathleen S. Wright Associates first reported a position in DWLD in Q4 2021 and held it in 1 quarter. The position peaked at $30K in Q4 2021. 45 funds tracked by Wall St. Rank hold DWLD as of Q1 2022.

  • Kathleen S. Wright Associates reported no remaining Davis Select Worldwide ETF position as of Q1 2022 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 1,011 Davis Select Worldwide ETF shares in Q1 2022, an estimated $30K.
  • Kathleen S. Wright Associates first reported a position in Davis Select Worldwide ETF in Q4 2021 and held it in 1 quarter.
  • Kathleen S. Wright Associates's Davis Select Worldwide ETF position peaked at $30K in Q4 2021.
  • 45 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q1 2022.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2022, filed 29 Apr 2022.