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Pathstone Family Office’s Trump Media & Technology Group DJT Stock Holding History

Pathstone Family Office’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
-435
Closed -$3.1M – 1387
2022
Q4 		$3.1M Buy
+435
New +$8.5K 0.06% 220

Other funds holding DJT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
MC
Meteora Capital Boca Raton, Florida $1.21B AUM 13.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 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 $85.1B AUM 27.35% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Pathstone Family Office's DJT Position: Q1 2023 in Review

Pathstone Family Office sold out of Trump Media & Technology Group (DJT) in Q1 2023, closing a stake of 435 shares — an estimated $3.1M sold.

Pathstone Family Office first reported a position in DJT in Q4 2022 and held it in 1 quarter. The position peaked at $3.1M in Q4 2022. 131 funds tracked by Wall St. Rank hold DJT as of Q1 2023.

  • Pathstone Family Office reported no remaining Trump Media & Technology Group position as of Q1 2023 after selling out during the quarter.
  • Pathstone Family Office sold 435 Trump Media & Technology Group shares in Q1 2023, an estimated $3.1M.
  • Pathstone Family Office first reported a position in Trump Media & Technology Group in Q4 2022 and held it in 1 quarter.
  • Pathstone Family Office's Trump Media & Technology Group position peaked at $3.1M in Q4 2022.
  • 131 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2023.

Based on Pathstone Family Office's 13F filing for Q1 2023, filed 15 May 2023.