RSWM
DM

Robertson Stephens Wealth Management’s Desktop Metal, Inc. DM Stock Holding History

Robertson Stephens Wealth Management’s Portfolio DM Stock Details DM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,000
Closed -$14.6K – 482
2023
Q3 		$14.6K Sell
1,000
-1,000
-50% -$16.6K ﹤0.01% 441
2023
Q2 		$35.4K Hold
2,000
– – ﹤0.01% 411
2023
Q1 		$46K Hold
2,000
– – ﹤0.01% 432
2022
Q4 		$27.2K Hold
2,000
– – ﹤0.01% 402
2022
Q3 		$51K Hold
2,000
– – 0.01% 353
2022
Q2 		$44K Buy
+2,000
New +$58.5K ﹤0.01% 369

Other funds holding DM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 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
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Robertson Stephens Wealth Management's DM Position: Q4 2023 in Review

Robertson Stephens Wealth Management sold out of Desktop Metal, Inc. (DM) in Q4 2023, closing a stake of 1,000 shares — an estimated $14.6K sold.

Robertson Stephens Wealth Management first reported a position in DM in Q2 2022 and held it in 6 quarters. The position peaked at $51K in Q3 2022. 173 funds tracked by Wall St. Rank hold DM as of Q4 2023.

  • Robertson Stephens Wealth Management reported no remaining Desktop Metal, Inc. position as of Q4 2023 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 1,000 Desktop Metal, Inc. shares in Q4 2023, an estimated $14.6K.
  • Robertson Stephens Wealth Management first reported a position in Desktop Metal, Inc. in Q2 2022 and held it in 6 quarters.
  • Robertson Stephens Wealth Management's Desktop Metal, Inc. position peaked at $51K in Q3 2022.
  • 173 funds tracked by Wall St. Rank held Desktop Metal, Inc. as of Q4 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.