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Kelly Financial Services’s Trump Media & Technology Group DJT Stock Holding History

Kelly Financial Services’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-289
Closed -$9.47K – 775
2024
Q2 		$9.47K Hold
289
– – ﹤0.01% 429
2024
Q1 		$17.9K Buy
289
+175
+154% +$6.79K 0.01% 346
2023
Q4 		$2K Sell
114
-100
-47% -$1.63K ﹤0.01% 586
2023
Q3 		$3.52K Hold
214
– – ﹤0.01% 493
2023
Q2 		$2.69K Hold
214
– – ﹤0.01% 523
2023
Q1 		$3.01K Hold
214
– – ﹤0.01% 479
2022
Q4 		$3.21K Sell
214
-316
-60% -$6.17K ﹤0.01% 456
2022
Q3 		$8.91K Hold
530
– – 0.01% 335
2022
Q2 		$12.8K Hold
530
– – 0.01% 300
2022
Q1 		$34.2K Buy
530
+83
+19% +$6.25K 0.02% 222
2021
Q4 		$23K Buy
+447
New +$20.2K 0.01% 254

Other funds holding DJT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kelly Financial Services's DJT Position: Q3 2024 in Review

Kelly Financial Services sold out of Trump Media & Technology Group (DJT) in Q3 2024, closing a stake of 289 shares — an estimated $9.47K sold.

Kelly Financial Services first reported a position in DJT in Q4 2021 and held it in 11 quarters. The position peaked at $34.2K in Q1 2022. 263 funds tracked by Wall St. Rank hold DJT as of Q3 2024.

  • Kelly Financial Services reported no remaining Trump Media & Technology Group position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 289 Trump Media & Technology Group shares in Q3 2024, an estimated $9.47K.
  • Kelly Financial Services first reported a position in Trump Media & Technology Group in Q4 2021 and held it in 11 quarters.
  • Kelly Financial Services's Trump Media & Technology Group position peaked at $34.2K in Q1 2022.
  • 263 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.