RWM
AD

Ritholtz Wealth Management’s Array Digital Infrastructure AD Stock Holding History

Ritholtz Wealth Management’s Portfolio AD Stock Details AD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-14,541
Closed -$301K – 710
2023
Q1 		$301K Buy
+14,541
New +$325K 0.02% 517

Other funds holding AD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Ritholtz Wealth Management's AD Position: Q2 2023 in Review

Ritholtz Wealth Management sold out of Array Digital Infrastructure (AD) in Q2 2023, closing a stake of 14,541 shares — an estimated $301K sold.

Ritholtz Wealth Management first reported a position in AD in Q1 2023 and held it in 1 quarter. The position peaked at $301K in Q1 2023. 103 funds tracked by Wall St. Rank hold AD as of Q2 2023.

  • Ritholtz Wealth Management reported no remaining Array Digital Infrastructure position as of Q2 2023 after selling out during the quarter.
  • Ritholtz Wealth Management sold 14,541 Array Digital Infrastructure shares in Q2 2023, an estimated $301K.
  • Ritholtz Wealth Management first reported a position in Array Digital Infrastructure in Q1 2023 and held it in 1 quarter.
  • Ritholtz Wealth Management's Array Digital Infrastructure position peaked at $301K in Q1 2023.
  • 103 funds tracked by Wall St. Rank held Array Digital Infrastructure as of Q2 2023.

Based on Ritholtz Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.