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Opal Wealth Advisors’s Trump Media & Technology Group DJT Stock Holding History

Opal Wealth 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
2024
Q3 		– Sell
-25
Closed -$819 – 1213
2024
Q2 		$819 Hold
25
– – ﹤0.01% 1103
2024
Q1 		$1.55K Buy
+25
New +$970 ﹤0.01% 299

Other funds holding DJT

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Fund Management (CFM)
Capital Fund Management (CFM) Paris, France $22.1B AUM 20.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Opal Wealth Advisors's DJT Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Trump Media & Technology Group (DJT) in Q3 2024, closing a stake of 25 shares — an estimated $819 sold.

Opal Wealth Advisors first reported a position in DJT in Q1 2024 and held it in 2 quarters. The position peaked at $1.55K in Q1 2024. 263 funds tracked by Wall St. Rank hold DJT as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Trump Media & Technology Group position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 25 Trump Media & Technology Group shares in Q3 2024, an estimated $819.
  • Opal Wealth Advisors first reported a position in Trump Media & Technology Group in Q1 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's Trump Media & Technology Group position peaked at $1.55K in Q1 2024.
  • 263 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.