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Reston Wealth Management’s Douglas Emmett DEI Stock Holding History

Reston Wealth Management’s Portfolio DEI Stock Details DEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-145
Closed -$2.55K – 153
2024
Q3 		$2.55K Buy
+145
New +$2.24K ﹤0.01% 354

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Fidelity Investments
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BAMCO Inc
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FPA
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Reston Wealth Management's DEI Position: Q4 2024 in Review

Reston Wealth Management sold out of Douglas Emmett (DEI) in Q4 2024, closing a stake of 145 shares — an estimated $2.55K sold.

Reston Wealth Management first reported a position in DEI in Q3 2024 and held it in 1 quarter. The position peaked at $2.55K in Q3 2024. 276 funds tracked by Wall St. Rank hold DEI as of Q4 2024.

  • Reston Wealth Management reported no remaining Douglas Emmett position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 145 Douglas Emmett shares in Q4 2024, an estimated $2.55K.
  • Reston Wealth Management first reported a position in Douglas Emmett in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Douglas Emmett position peaked at $2.55K in Q3 2024.
  • 276 funds tracked by Wall St. Rank held Douglas Emmett as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.