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Prevail Innovative Wealth Advisors’s DHT Holdings DHT Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio DHT Stock Details DHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-29,208
Closed -$336K – 155
2024
Q1 		$336K Buy
+29,208
New +$320K 0.12% 136
2023
Q4 		– Sell
-330,889
Closed -$3.41M – 143
2023
Q3 		$3.41M Buy
+330,889
New +$3.1M 1.77% 13

Other funds holding DHT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Prevail Innovative Wealth Advisors's DHT Position: Q2 2024 in Review

Prevail Innovative Wealth Advisors sold out of DHT Holdings (DHT) in Q2 2024, closing a stake of 29,208 shares — an estimated $336K sold.

Prevail Innovative Wealth Advisors first reported a position in DHT in Q3 2023 and held it in 2 quarters. The position peaked at $3.41M in Q3 2023. 220 funds tracked by Wall St. Rank hold DHT as of Q2 2024.

  • Prevail Innovative Wealth Advisors reported no remaining DHT Holdings position as of Q2 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 29,208 DHT Holdings shares in Q2 2024, an estimated $336K.
  • Prevail Innovative Wealth Advisors first reported a position in DHT Holdings in Q3 2023 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's DHT Holdings position peaked at $3.41M in Q3 2023.
  • 220 funds tracked by Wall St. Rank held DHT Holdings as of Q2 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.