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Legacy Wealth Management (Idaho)’s Data Storage Corp DTST Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio DTST Stock Details DTST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-100
Closed -$363 – 782
2025
Q1 		$363 Hold
100
– – ﹤0.01% 727
2024
Q4 		$423 Buy
+100
New +$398 ﹤0.01% 678

Other funds holding DTST

BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s DTST Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Data Storage Corp (DTST) in Q2 2025, closing a stake of 100 shares — an estimated $363 sold.

Legacy Wealth Management (Idaho) first reported a position in DTST in Q4 2024 and held it in 2 quarters. The position peaked at $423 in Q4 2024. 21 funds tracked by Wall St. Rank hold DTST as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Data Storage Corp position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 100 Data Storage Corp shares in Q2 2025, an estimated $363.
  • Legacy Wealth Management (Idaho) first reported a position in Data Storage Corp in Q4 2024 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Data Storage Corp position peaked at $423 in Q4 2024.
  • 21 funds tracked by Wall St. Rank held Data Storage Corp as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.