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Laurel Wealth Advisors (North Carolina)’s Delek US DK Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio DK Stock Details DK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-5
Closed – – 518
2020
Q1 		$0 Hold
5
– – ﹤0.01% 525
2019
Q4 		$0 Hold
5
– – ﹤0.01% 529
2019
Q3 		$0 Buy
+5
New +$184 ﹤0.01% 516

Other funds holding DK

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s DK Position: Q2 2020 in Review

Laurel Wealth Advisors (North Carolina) sold out of Delek US (DK) in Q2 2020, closing a stake of 5 shares.

Laurel Wealth Advisors (North Carolina) first reported a position in DK in Q3 2019 and held it in 3 quarters. The position peaked at $0 in Q1 2020. 205 funds tracked by Wall St. Rank hold DK as of Q2 2020.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Delek US position as of Q2 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 5 Delek US shares in Q2 2020.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Delek US in Q3 2019 and held it in 3 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Delek US position peaked at $0 in Q1 2020.
  • 205 funds tracked by Wall St. Rank held Delek US as of Q2 2020.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2020, filed 6 Aug 2020.