Patriot Financial Group Insurance Agency’s Trump Media & Technology Group DJT Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-88	Closed	-$2K	–	1999
2022 Q2	$2K	Sell	88 -1	-1%	-$42	﹤0.01%	1831
2022 Q1	$6K	Sell	89 -36	-29%	-$2.71K	﹤0.01%	1569
2021 Q4	$6K	Buy	+125	New	+$5.66K	﹤0.01%	1676

Other funds holding DJT

PCM

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Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DJT Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Trump Media & Technology Group (DJT) in Q3 2022, closing a stake of 88 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in DJT in Q4 2021 and held it in 3 quarters. The position peaked at $6K in Q1 2022. 150 funds tracked by Wall St. Rank hold DJT as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Trump Media & Technology Group position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 88 Trump Media & Technology Group shares in Q3 2022, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in Trump Media & Technology Group in Q4 2021 and held it in 3 quarters.
Patriot Financial Group Insurance Agency's Trump Media & Technology Group position peaked at $6K in Q1 2022.
150 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.