KFP
DASTY

Kerr Financial Planning’s DASSAULT SYSTEMES SA ADR DASTY Stock Holding History

Kerr Financial Planning’s Portfolio DASTY Stock Details DASTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-60
Closed -$1.64K – 571
2025
Q3 		$1.64K Buy
+60
New +$1.64K ﹤0.01% 495

Other funds holding DASTY

DWA
Douglass Winthrop Advisors New York $5.46B AUM 11.49% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $583M AUM 17.29% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.28B AUM 23.15% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

Kerr Financial Planning's DASTY Position: Q4 2025 in Review

Kerr Financial Planning sold out of DASSAULT SYSTEMES SA ADR (DASTY) in Q4 2025, closing a stake of 60 shares — an estimated $1.64K sold.

Kerr Financial Planning first reported a position in DASTY in Q3 2025 and held it in 1 quarter. The position peaked at $1.64K in Q3 2025. 14 funds tracked by Wall St. Rank hold DASTY as of Q4 2025.

  • Kerr Financial Planning reported no remaining DASSAULT SYSTEMES SA ADR position as of Q4 2025 after selling out during the quarter.
  • Kerr Financial Planning sold 60 DASSAULT SYSTEMES SA ADR shares in Q4 2025, an estimated $1.64K.
  • Kerr Financial Planning first reported a position in DASSAULT SYSTEMES SA ADR in Q3 2025 and held it in 1 quarter.
  • Kerr Financial Planning's DASSAULT SYSTEMES SA ADR position peaked at $1.64K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held DASSAULT SYSTEMES SA ADR as of Q4 2025.

Based on Kerr Financial Planning's 13F filing for Q4 2025, filed 10 Feb 2026.