MGIA
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Moneta Group Investment Advisors’s DSS Inc DSS Stock Holding History

Moneta Group Investment Advisors’s Portfolio DSS Stock Details DSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-500
Closed -$1.2K – 615
2023
Q4 		$1.2K Hold
500
– – ﹤0.01% 565
2023
Q3 		$1.84K Buy
+500
New +$2.43K ﹤0.01% 527

Other funds holding DSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EL
EMFO LLC Weston, Florida $112M AUM 18.79% 1-Year Est. Return
IGWM
ICA Group Wealth Management Denver, Colorado $167M AUM 18.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Moneta Group Investment Advisors's DSS Position: Q1 2024 in Review

Moneta Group Investment Advisors sold out of DSS Inc (DSS) in Q1 2024, closing a stake of 500 shares — an estimated $1.2K sold.

Moneta Group Investment Advisors first reported a position in DSS in Q3 2023 and held it in 2 quarters. The position peaked at $1.84K in Q3 2023. 16 funds tracked by Wall St. Rank hold DSS as of Q1 2024.

  • Moneta Group Investment Advisors reported no remaining DSS Inc position as of Q1 2024 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 500 DSS Inc shares in Q1 2024, an estimated $1.2K.
  • Moneta Group Investment Advisors first reported a position in DSS Inc in Q3 2023 and held it in 2 quarters.
  • Moneta Group Investment Advisors's DSS Inc position peaked at $1.84K in Q3 2023.
  • 16 funds tracked by Wall St. Rank held DSS Inc as of Q1 2024.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2024, filed 13 Aug 2024.