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Robertson Stephens Wealth Management’s Domino's DPZ Stock Holding History

Robertson Stephens Wealth Management’s Portfolio DPZ Stock Details DPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-501
Closed -$259K – 623
2024
Q2 		$259K Sell
501
-19
-4% -$9.69K 0.01% 441
2024
Q1 		$258K Buy
+520
New +$226K 0.01% 448

Other funds holding DPZ

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return

Robertson Stephens Wealth Management's DPZ Position: Q3 2024 in Review

Robertson Stephens Wealth Management sold out of Domino's (DPZ) in Q3 2024, closing a stake of 501 shares — an estimated $259K sold.

Robertson Stephens Wealth Management first reported a position in DPZ in Q1 2024 and held it in 2 quarters. The position peaked at $259K in Q2 2024. 705 funds tracked by Wall St. Rank hold DPZ as of Q3 2024.

  • Robertson Stephens Wealth Management reported no remaining Domino's position as of Q3 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 501 Domino's shares in Q3 2024, an estimated $259K.
  • Robertson Stephens Wealth Management first reported a position in Domino's in Q1 2024 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's Domino's position peaked at $259K in Q2 2024.
  • 705 funds tracked by Wall St. Rank held Domino's as of Q3 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.