MLFP
DM

MPS Loria Financial Planners’s Desktop Metal, Inc. DM Stock Holding History

MPS Loria Financial Planners’s Portfolio DM Stock Details DM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,106
Closed -$29K – 72
2022
Q3 		$29K Hold
1,106
– – 0.01% 69
2022
Q2 		$24K Hold
1,106
– – 0.01% 72
2022
Q1 		$52K Buy
+1,106
New +$46.8K 0.02% 84
2021
Q2 		– Sell
-206
Closed -$30K – 583
2021
Q1 		$30K Sell
206
-50
-20% -$11K 0.01% 207
2020
Q4 		$41K Buy
+256
New +$33.9K 0.02% 178

Other funds holding DM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MPS Loria Financial Planners's DM Position: Q4 2022 in Review

MPS Loria Financial Planners sold out of Desktop Metal, Inc. (DM) in Q4 2022, closing a stake of 1,106 shares — an estimated $29K sold.

MPS Loria Financial Planners first reported a position in DM in Q4 2020 and held it in 5 quarters. The position peaked at $52K in Q1 2022. 208 funds tracked by Wall St. Rank hold DM as of Q4 2022.

  • MPS Loria Financial Planners reported no remaining Desktop Metal, Inc. position as of Q4 2022 after selling out during the quarter.
  • MPS Loria Financial Planners sold 1,106 Desktop Metal, Inc. shares in Q4 2022, an estimated $29K.
  • MPS Loria Financial Planners first reported a position in Desktop Metal, Inc. in Q4 2020 and held it in 5 quarters.
  • MPS Loria Financial Planners's Desktop Metal, Inc. position peaked at $52K in Q1 2022.
  • 208 funds tracked by Wall St. Rank held Desktop Metal, Inc. as of Q4 2022.

Based on MPS Loria Financial Planners's 13F filing for Q4 2022, filed 23 Jan 2023.