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Pacific Capital Wealth Advisors’s Domino's DPZ Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio DPZ Stock Details DPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-15
Closed -$7.75K – 528
2024
Q2 		$7.75K Buy
+15
New +$7.65K ﹤0.01% 340

Other funds holding DPZ

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return

Pacific Capital Wealth Advisors's DPZ Position: Q3 2024 in Review

Pacific Capital Wealth Advisors sold out of Domino's (DPZ) in Q3 2024, closing a stake of 15 shares — an estimated $7.75K sold.

Pacific Capital Wealth Advisors first reported a position in DPZ in Q2 2024 and held it in 1 quarter. The position peaked at $7.75K in Q2 2024. 705 funds tracked by Wall St. Rank hold DPZ as of Q3 2024.

  • Pacific Capital Wealth Advisors reported no remaining Domino's position as of Q3 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 15 Domino's shares in Q3 2024, an estimated $7.75K.
  • Pacific Capital Wealth Advisors first reported a position in Domino's in Q2 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Domino's position peaked at $7.75K in Q2 2024.
  • 705 funds tracked by Wall St. Rank held Domino's as of Q3 2024.

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