Leelyn Smith’s Davis Select Worldwide ETF DWLD Stock Holding History

Leelyn Smith’s Portfolio DWLD Stock Details DWLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-380	Closed	-$8K	–	470
2022 Q3	$8K	Buy	+380	New	+$9.24K	﹤0.01%	315

Other funds holding DWLD

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SAA

Southeast Asset Advisors Thomasville, Georgia $913M AUM 25.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Leelyn Smith's DWLD Position: Q4 2022 in Review

Leelyn Smith sold out of Davis Select Worldwide ETF (DWLD) in Q4 2022, closing a stake of 380 shares — an estimated $8K sold.

Leelyn Smith first reported a position in DWLD in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 43 funds tracked by Wall St. Rank hold DWLD as of Q4 2022.

Leelyn Smith reported no remaining Davis Select Worldwide ETF position as of Q4 2022 after selling out during the quarter.
Leelyn Smith sold 380 Davis Select Worldwide ETF shares in Q4 2022, an estimated $8K.
Leelyn Smith first reported a position in Davis Select Worldwide ETF in Q3 2022 and held it in 1 quarter.
Leelyn Smith's Davis Select Worldwide ETF position peaked at $8K in Q3 2022.
43 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q4 2022.

Based on Leelyn Smith's 13F filing for Q4 2022, filed 10 Feb 2023.