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Macroview Investment Management’s Davis Select Worldwide ETF DWLD Stock Holding History

Macroview Investment Management’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
2024
Q4 		– Sell
-1,915
Closed -$72.6K – 218
2024
Q3 		$72.6K Hold
1,915
– – 0.07% 118
2024
Q2 		$63.9K Buy
+1,915
New +$64K 0.07% 120

Other funds holding DWLD

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FC
Fjell Capital Fargo, North Dakota $147M AUM 28.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Macroview Investment Management's DWLD Position: Q4 2024 in Review

Macroview Investment Management sold out of Davis Select Worldwide ETF (DWLD) in Q4 2024, closing a stake of 1,915 shares — an estimated $72.6K sold.

Macroview Investment Management first reported a position in DWLD in Q2 2024 and held it in 2 quarters. The position peaked at $72.6K in Q3 2024. 45 funds tracked by Wall St. Rank hold DWLD as of Q4 2024.

  • Macroview Investment Management reported no remaining Davis Select Worldwide ETF position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 1,915 Davis Select Worldwide ETF shares in Q4 2024, an estimated $72.6K.
  • Macroview Investment Management first reported a position in Davis Select Worldwide ETF in Q2 2024 and held it in 2 quarters.
  • Macroview Investment Management's Davis Select Worldwide ETF position peaked at $72.6K in Q3 2024.
  • 45 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.