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LGT Financial Advisors’s Trump Media & Technology Group DJT Stock Holding History

LGT Financial Advisors’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
2023
Q4 		– Sell
-100
Closed -$1.64K – 996
2023
Q3 		$1.64K Buy
+100
New +$1.56K ﹤0.01% 852

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SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
ASM
ATW SPAC Management New York $79.2M AUM 10.67% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return

LGT Financial Advisors's DJT Position: Q4 2023 in Review

LGT Financial Advisors sold out of Trump Media & Technology Group (DJT) in Q4 2023, closing a stake of 100 shares — an estimated $1.64K sold.

LGT Financial Advisors first reported a position in DJT in Q3 2023 and held it in 1 quarter. The position peaked at $1.64K in Q3 2023. 127 funds tracked by Wall St. Rank hold DJT as of Q4 2023.

  • LGT Financial Advisors reported no remaining Trump Media & Technology Group position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 100 Trump Media & Technology Group shares in Q4 2023, an estimated $1.64K.
  • LGT Financial Advisors first reported a position in Trump Media & Technology Group in Q3 2023 and held it in 1 quarter.
  • LGT Financial Advisors's Trump Media & Technology Group position peaked at $1.64K in Q3 2023.
  • 127 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.