ST
DSTL icon

Sageworth Trust’s Distillate US Fundamental Stability & Value ETF DSTL Stock Holding History

Sageworth Trust’s Portfolio DSTL Stock Details DSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-28
Closed -$1K – 371
2022
Q2 		$1K Buy
+28
New +$1.17K ﹤0.01% 370

Other funds holding DSTL

CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
EWP
Engrave Wealth Partners The Woodlands, Texas $350M AUM 13.08% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
RCA
Resonant Capital Advisors Madison, Wisconsin $1.9B AUM 14.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return

Sageworth Trust's DSTL Position: Q3 2022 in Review

Sageworth Trust sold out of Distillate US Fundamental Stability & Value ETF (DSTL) in Q3 2022, closing a stake of 28 shares — an estimated $1K sold.

Sageworth Trust first reported a position in DSTL in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 59 funds tracked by Wall St. Rank hold DSTL as of Q3 2022.

  • Sageworth Trust reported no remaining Distillate US Fundamental Stability & Value ETF position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust sold 28 Distillate US Fundamental Stability & Value ETF shares in Q3 2022, an estimated $1K.
  • Sageworth Trust first reported a position in Distillate US Fundamental Stability & Value ETF in Q2 2022 and held it in 1 quarter.
  • Sageworth Trust's Distillate US Fundamental Stability & Value ETF position peaked at $1K in Q2 2022.
  • 59 funds tracked by Wall St. Rank held Distillate US Fundamental Stability & Value ETF as of Q3 2022.

Based on Sageworth Trust's 13F filing for Q3 2022, filed 2 Nov 2022.