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Rockbridge Investment Management’s Trump Media & Technology Group DJT Stock Holding History

Rockbridge Investment Management’s Portfolio DJT Stock Details DJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12
Closed -$210 – 659
2023
Q4 		$210 Buy
+12
New +$196 ﹤0.01% 644
2022
Q3 		– Sell
-12
Closed -$290 – 619
2022
Q2 		$290 Hold
12
– – ﹤0.01% 618
2022
Q1 		$759 Hold
12
– – ﹤0.01% 751
2021
Q4 		$1K Buy
+12
New +$543 ﹤0.01% 784

Other funds holding DJT

ASM
ATW SPAC Management New York $79.2M AUM 10.67% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockbridge Investment Management's DJT Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Trump Media & Technology Group (DJT) in Q1 2024, closing a stake of 12 shares — an estimated $210 sold.

Rockbridge Investment Management first reported a position in DJT in Q4 2021 and held it in 4 quarters. The position peaked at $1K in Q4 2021. 221 funds tracked by Wall St. Rank hold DJT as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Trump Media & Technology Group position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 12 Trump Media & Technology Group shares in Q1 2024, an estimated $210.
  • Rockbridge Investment Management first reported a position in Trump Media & Technology Group in Q4 2021 and held it in 4 quarters.
  • Rockbridge Investment Management's Trump Media & Technology Group position peaked at $1K in Q4 2021.
  • 221 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.