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Plante Moran Financial Advisors’s Davis Select Worldwide ETF DWLD Stock Holding History

Plante Moran Financial Advisors’s Portfolio DWLD Stock Details DWLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-500
Closed -$15K – 1019
2021
Q3 		$15K Buy
+500
New +$15.7K ﹤0.01% 616

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Envestnet Asset Management
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Plante Moran Financial Advisors's DWLD Position: Q4 2021 in Review

Plante Moran Financial Advisors sold out of Davis Select Worldwide ETF (DWLD) in Q4 2021, closing a stake of 500 shares — an estimated $15K sold.

Plante Moran Financial Advisors first reported a position in DWLD in Q3 2021 and held it in 1 quarter. The position peaked at $15K in Q3 2021. 49 funds tracked by Wall St. Rank hold DWLD as of Q4 2021.

  • Plante Moran Financial Advisors reported no remaining Davis Select Worldwide ETF position as of Q4 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 500 Davis Select Worldwide ETF shares in Q4 2021, an estimated $15K.
  • Plante Moran Financial Advisors first reported a position in Davis Select Worldwide ETF in Q3 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Davis Select Worldwide ETF position peaked at $15K in Q3 2021.
  • 49 funds tracked by Wall St. Rank held Davis Select Worldwide ETF as of Q4 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.