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Private Wealth Management Group’s Douglas Elliman DOUG Stock Holding History

Private Wealth Management Group’s Portfolio DOUG Stock Details DOUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-213
Closed -$629 – 1522
2023
Q4 		$629 Buy
+213
New +$446 ﹤0.01% 1411

Other funds holding DOUG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCM
Moerus Capital Management New York $271M AUM 58.78% 1-Year Est. Return

Private Wealth Management Group's DOUG Position: Q1 2024 in Review

Private Wealth Management Group sold out of Douglas Elliman (DOUG) in Q1 2024, closing a stake of 213 shares — an estimated $629 sold.

Private Wealth Management Group first reported a position in DOUG in Q4 2023 and held it in 1 quarter. The position peaked at $629 in Q4 2023. 140 funds tracked by Wall St. Rank hold DOUG as of Q1 2024.

  • Private Wealth Management Group reported no remaining Douglas Elliman position as of Q1 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 213 Douglas Elliman shares in Q1 2024, an estimated $629.
  • Private Wealth Management Group first reported a position in Douglas Elliman in Q4 2023 and held it in 1 quarter.
  • Private Wealth Management Group's Douglas Elliman position peaked at $629 in Q4 2023.
  • 140 funds tracked by Wall St. Rank held Douglas Elliman as of Q1 2024.

Based on Private Wealth Management Group's 13F filing for Q1 2024, filed 30 Apr 2024.