KWA
DM

Kingswood Wealth Advisors’s Desktop Metal, Inc. DM Stock Holding History

Kingswood Wealth Advisors’s Portfolio DM Stock Details DM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-146,891
Closed -$344K – 839
2024
Q4 		$344K Hold
146,891
– – 0.03% 559
2024
Q3 		$686K Hold
146,891
– – 0.05% 378
2024
Q2 		$607K Sell
146,891
-10,038
-6% -$68.6K 0.05% 337
2024
Q1 		$1.38M Sell
156,929
-109,843
-41% -$705K 0.16% 152
2023
Q4 		$2M Sell
266,772
-5,000
-2% -$45.3K 0.23% 102
2023
Q3 		$3.97M Hold
271,772
– – 0.68% 27
2023
Q2 		$4.81M Buy
+271,772
New +$5.45M 1.53% 10

Other funds holding DM

TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
M
Murchinson Toronto, Ontario, Canada $791M AUM 68.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Kingswood Wealth Advisors's DM Position: Q1 2025 in Review

Kingswood Wealth Advisors sold out of Desktop Metal, Inc. (DM) in Q1 2025, closing a stake of 146,891 shares — an estimated $344K sold.

Kingswood Wealth Advisors first reported a position in DM in Q2 2023 and held it in 7 quarters. The position peaked at $4.81M in Q2 2023. 98 funds tracked by Wall St. Rank hold DM as of Q1 2025.

  • Kingswood Wealth Advisors reported no remaining Desktop Metal, Inc. position as of Q1 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 146,891 Desktop Metal, Inc. shares in Q1 2025, an estimated $344K.
  • Kingswood Wealth Advisors first reported a position in Desktop Metal, Inc. in Q2 2023 and held it in 7 quarters.
  • Kingswood Wealth Advisors's Desktop Metal, Inc. position peaked at $4.81M in Q2 2023.
  • 98 funds tracked by Wall St. Rank held Desktop Metal, Inc. as of Q1 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.