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Laurel Wealth Advisors (North Carolina)’s Trump Media & Technology Group DJT Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q4 		– Sell
-400
Closed -$6.43K – 771
2024
Q3 		$6.43K Hold
400
– – ﹤0.01% 491
2024
Q2 		$13.1K Hold
400
– – ﹤0.01% 411
2024
Q1 		$24.8K Buy
+400
New +$15.5K ﹤0.01% 366
2023
Q4 		– Sell
-65
Closed -$1.07K – 594
2023
Q3 		$1.07K Hold
65
– – ﹤0.01% 526
2023
Q2 		$817 Hold
65
– – ﹤0.01% 537
2023
Q1 		$914 Hold
65
– – ﹤0.01% 535
2022
Q4 		$975 Hold
65
– – ﹤0.01% 504
2022
Q3 		$1K Hold
65
– – ﹤0.01% 531
2022
Q2 		$2K Hold
65
– – ﹤0.01% 557
2022
Q1 		$4K Hold
65
– – ﹤0.01% 519
2021
Q4 		$3K Buy
+65
New +$2.94K ﹤0.01% 563

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s DJT Position: Q4 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of Trump Media & Technology Group (DJT) in Q4 2024, closing a stake of 400 shares — an estimated $6.43K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in DJT in Q4 2021 and held it in 11 quarters. The position peaked at $24.8K in Q1 2024. 323 funds tracked by Wall St. Rank hold DJT as of Q4 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Trump Media & Technology Group position as of Q4 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 400 Trump Media & Technology Group shares in Q4 2024, an estimated $6.43K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Trump Media & Technology Group in Q4 2021 and held it in 11 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Trump Media & Technology Group position peaked at $24.8K in Q1 2024.
  • 323 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q4 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Jan 2025.