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San Luis Wealth Advisors’s Viant Technology DSP Stock Holding History

San Luis Wealth Advisors’s Portfolio DSP Stock Details DSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,200
Closed -$12K – 169
2022
Q1 		$12K Buy
+1,200
New +$9.15K 0.01% 348

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ICM
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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
CM
Caption Management Oklahoma City, Oklahoma $17.1B AUM 70.99% 1-Year Est. Return
PCM
Potomac Capital Management New York $115M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

San Luis Wealth Advisors's DSP Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Viant Technology (DSP) in Q2 2022, closing a stake of 1,200 shares — an estimated $12K sold.

San Luis Wealth Advisors first reported a position in DSP in Q1 2022 and held it in 1 quarter. The position peaked at $12K in Q1 2022. 66 funds tracked by Wall St. Rank hold DSP as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Viant Technology position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 1,200 Viant Technology shares in Q2 2022, an estimated $12K.
  • San Luis Wealth Advisors first reported a position in Viant Technology in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's Viant Technology position peaked at $12K in Q1 2022.
  • 66 funds tracked by Wall St. Rank held Viant Technology as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.