PMFA
DM

Plante Moran Financial Advisors’s Desktop Metal, Inc. DM Stock Holding History

Plante Moran Financial Advisors’s Portfolio DM Stock Details DM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-956
Closed -$16.9K – 868
2023
Q2 		$16.9K Hold
956
– – ﹤0.01% 479
2023
Q1 		$22K Hold
956
– – ﹤0.01% 427
2022
Q4 		$13K Buy
956
+376
+65% +$7.84K ﹤0.01% 537
2022
Q3 		$15K Hold
580
– – ﹤0.01% 528
2022
Q2 		$13K Buy
+580
New +$17K ﹤0.01% 559
2022
Q1 		– Sell
-18
Closed -$1K – 1036
2021
Q4 		$1K Buy
+18
New +$1.21K ﹤0.01% 986

Other funds holding DM

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Plante Moran Financial Advisors sold out of Desktop Metal, Inc. (DM) in Q3 2023, closing a stake of 956 shares — an estimated $16.9K sold.

Plante Moran Financial Advisors first reported a position in DM in Q4 2021 and held it in 6 quarters. The position peaked at $22K in Q1 2023. 184 funds tracked by Wall St. Rank hold DM as of Q3 2023.

  • Plante Moran Financial Advisors reported no remaining Desktop Metal, Inc. position as of Q3 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 956 Desktop Metal, Inc. shares in Q3 2023, an estimated $16.9K.
  • Plante Moran Financial Advisors first reported a position in Desktop Metal, Inc. in Q4 2021 and held it in 6 quarters.
  • Plante Moran Financial Advisors's Desktop Metal, Inc. position peaked at $22K in Q1 2023.
  • 184 funds tracked by Wall St. Rank held Desktop Metal, Inc. as of Q3 2023.

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