PFG
DMCY

Prosperity Financial Group’s Democracy International Fund DMCY Stock Holding History

Prosperity Financial Group’s Portfolio DMCY Stock Details DMCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-26,342
Closed -$649K – 149
2023
Q4 		$649K Sell
26,342
-1,922
-7% -$44.4K 0.45% 51
2023
Q3 		$636K Sell
28,264
-543
-2% -$12.7K 0.53% 45
2023
Q2 		$683K Buy
28,807
+85
+0.3% +$2K 0.6% 40
2023
Q1 		$665K Buy
+28,722
New +$660K 0.67% 42

Other funds holding DMCY

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
SPW
Sonoma Private Wealth Sonoma, California $93.1M AUM 27.86% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Prosperity Financial Group's DMCY Position: Q1 2024 in Review

Prosperity Financial Group sold out of Democracy International Fund (DMCY) in Q1 2024, closing a stake of 26,342 shares — an estimated $649K sold.

Prosperity Financial Group first reported a position in DMCY in Q1 2023 and held it in 4 quarters. The position peaked at $683K in Q2 2023. 11 funds tracked by Wall St. Rank hold DMCY as of Q1 2024.

  • Prosperity Financial Group reported no remaining Democracy International Fund position as of Q1 2024 after selling out during the quarter.
  • Prosperity Financial Group sold 26,342 Democracy International Fund shares in Q1 2024, an estimated $649K.
  • Prosperity Financial Group first reported a position in Democracy International Fund in Q1 2023 and held it in 4 quarters.
  • Prosperity Financial Group's Democracy International Fund position peaked at $683K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held Democracy International Fund as of Q1 2024.

Based on Prosperity Financial Group's 13F filing for Q1 2024, filed 15 May 2024.