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Reilly Financial Advisors’s Dominari Holdings DOMH Stock Holding History

Reilly Financial Advisors’s Portfolio DOMH Stock Details DOMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-897
Closed -$9K – 896
2020
Q3 		$9K Buy
+897
New +$12.6K ﹤0.01% 587
2020
Q2 		– Sell
-176
Closed -$2K – 905
2020
Q1 		$2K Buy
+176
New +$3.4K ﹤0.01% 776

Other funds holding DOMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Reilly Financial Advisors's DOMH Position: Q4 2020 in Review

Reilly Financial Advisors sold out of Dominari Holdings (DOMH) in Q4 2020, closing a stake of 897 shares — an estimated $9K sold.

Reilly Financial Advisors first reported a position in DOMH in Q1 2020 and held it in 2 quarters. The position peaked at $9K in Q3 2020. 13 funds tracked by Wall St. Rank hold DOMH as of Q4 2020.

  • Reilly Financial Advisors reported no remaining Dominari Holdings position as of Q4 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 897 Dominari Holdings shares in Q4 2020, an estimated $9K.
  • Reilly Financial Advisors first reported a position in Dominari Holdings in Q1 2020 and held it in 2 quarters.
  • Reilly Financial Advisors's Dominari Holdings position peaked at $9K in Q3 2020.
  • 13 funds tracked by Wall St. Rank held Dominari Holdings as of Q4 2020.

Based on Reilly Financial Advisors's 13F filing for Q4 2020, filed 3 Feb 2021.