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Morton Brown Family Wealth’s Trump Media & Technology Group DJT Stock Holding History

Morton Brown Family Wealth’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
Q1 		– Sell
-25
Closed -$375 – 297
2022
Q4 		$375 Hold
25
– – ﹤0.01% 152
2022
Q3 		$0 Hold
25
– – ﹤0.01% 345
2022
Q2 		$1K Hold
25
– – ﹤0.01% 261
2022
Q1 		$2K Hold
25
– – ﹤0.01% 132
2021
Q4 		$1K Buy
+25
New +$1.13K ﹤0.01% 215

Other funds holding DJT

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M1FG
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.36B AUM 21.19% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morton Brown Family Wealth's DJT Position: Q1 2023 in Review

Morton Brown Family Wealth sold out of Trump Media & Technology Group (DJT) in Q1 2023, closing a stake of 25 shares — an estimated $375 sold.

Morton Brown Family Wealth first reported a position in DJT in Q4 2021 and held it in 5 quarters. The position peaked at $2K in Q1 2022. 131 funds tracked by Wall St. Rank hold DJT as of Q1 2023.

  • Morton Brown Family Wealth reported no remaining Trump Media & Technology Group position as of Q1 2023 after selling out during the quarter.
  • Morton Brown Family Wealth sold 25 Trump Media & Technology Group shares in Q1 2023, an estimated $375.
  • Morton Brown Family Wealth first reported a position in Trump Media & Technology Group in Q4 2021 and held it in 5 quarters.
  • Morton Brown Family Wealth's Trump Media & Technology Group position peaked at $2K in Q1 2022.
  • 131 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2023.

Based on Morton Brown Family Wealth's 13F filing for Q1 2023, filed 26 Apr 2023.