Keystone Wealth Partners
DFAS icon

Keystone Wealth Partners’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Keystone Wealth Partners’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-8,317
Closed -$499K – 28
2021
Q4 		$499K Buy
+8,317
New +$502K 0.22% 24

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Keystone Wealth Partners's DFAS Position: Q1 2022 in Review

Keystone Wealth Partners sold out of U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q1 2022, closing a stake of 8,317 shares — an estimated $499K sold.

Keystone Wealth Partners first reported a position in DFAS in Q4 2021 and held it in 1 quarter. The position peaked at $499K in Q4 2021. 320 funds tracked by Wall St. Rank hold DFAS as of Q1 2022.

  • Keystone Wealth Partners reported no remaining U.S. Small Cap Portfolio ETF Class Shares position as of Q1 2022 after selling out during the quarter.
  • Keystone Wealth Partners sold 8,317 U.S. Small Cap Portfolio ETF Class Shares shares in Q1 2022, an estimated $499K.
  • Keystone Wealth Partners first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q4 2021 and held it in 1 quarter.
  • Keystone Wealth Partners's U.S. Small Cap Portfolio ETF Class Shares position peaked at $499K in Q4 2021.
  • 320 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q1 2022.

Based on Keystone Wealth Partners's 13F filing for Q1 2022, filed 29 Apr 2022.