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Plante Moran Financial Advisors’s Dillards DDS Stock Holding History

Plante Moran Financial Advisors’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-85
Closed -$27.7K – 785
2023
Q2 		$27.7K Sell
85
-22
-21% -$6.73K ﹤0.01% 387
2023
Q1 		$32.9K Buy
107
+62
+138% +$22K ﹤0.01% 355
2022
Q4 		$14.5K Buy
+45
New +$14.6K ﹤0.01% 523

Other funds holding DDS

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
CWM
ClientFirst Wealth Management Little Rock, Arkansas $118M AUM 40.43% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Plante Moran Financial Advisors's DDS Position: Q3 2023 in Review

Plante Moran Financial Advisors sold out of Dillards (DDS) in Q3 2023, closing a stake of 85 shares — an estimated $27.7K sold.

Plante Moran Financial Advisors first reported a position in DDS in Q4 2022 and held it in 3 quarters. The position peaked at $32.9K in Q1 2023. 209 funds tracked by Wall St. Rank hold DDS as of Q3 2023.

  • Plante Moran Financial Advisors reported no remaining Dillards position as of Q3 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 85 Dillards shares in Q3 2023, an estimated $27.7K.
  • Plante Moran Financial Advisors first reported a position in Dillards in Q4 2022 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Dillards position peaked at $32.9K in Q1 2023.
  • 209 funds tracked by Wall St. Rank held Dillards as of Q3 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.