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Pathway Financial Advisers’s Trump Media & Technology Group DJT Stock Holding History

Pathway Financial Advisers’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 		$6.32K Sell
450
-1
-0.2% -$15 ﹤0.01% 420
2022
Q4 		$6.76K Buy
+451
New +$8.81K ﹤0.01% 467

Other funds holding DJT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
M1FG
Mach-1 Financial Group Rogers, Arkansas $258M AUM 22.48% 1-Year Est. Return
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 $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 $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Pathway Financial Advisers's DJT Position: Q1 2023 in Review

Pathway Financial Advisers reduced its Trump Media & Technology Group (DJT) stake by 0.22% in Q1 2023, selling an estimated $15 and leaving 450 shares worth $6.32K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Pathway Financial Advisers first reported a position in DJT in Q4 2022 and has held it in 2 quarters since. The position peaked at $6.76K in Q4 2022. 131 funds tracked by Wall St. Rank hold DJT as of Q1 2023.

  • Pathway Financial Advisers held 450 shares of Trump Media & Technology Group worth $6.32K as of Q1 2023.
  • Pathway Financial Advisers sold 1 Trump Media & Technology Group share in Q1 2023, an estimated $15.
  • Trump Media & Technology Group made up ﹤0.01% of Pathway Financial Advisers's portfolio in Q1 2023, its #420 holding.
  • Pathway Financial Advisers first reported a position in Trump Media & Technology Group in Q4 2022 and has held it in 2 quarters since.
  • Pathway Financial Advisers's Trump Media & Technology Group position peaked at $6.76K in Q4 2022.
  • 131 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2023.

Based on Pathway Financial Advisers's 13F filing for Q1 2023, filed 19 Jul 2024.