Sandy Spring Bank’s Destiny Tech100 DXYZ Stock Holding History

Sandy Spring Bank’s Portfolio DXYZ Stock Details DXYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-607	Closed	-$35.7K	–	1321
2024 Q4	$35.7K	Buy	+607	New	+$20.7K	﹤0.01%	649

Other funds holding DXYZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SAM

Strategy Asset Managers Pasadena, California $609M AUM 32.56% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sandy Spring Bank's DXYZ Position: Q1 2025 in Review

Sandy Spring Bank sold out of Destiny Tech100 (DXYZ) in Q1 2025, closing a stake of 607 shares — an estimated $35.7K sold.

Sandy Spring Bank first reported a position in DXYZ in Q4 2024 and held it in 1 quarter. The position peaked at $35.7K in Q4 2024. 48 funds tracked by Wall St. Rank hold DXYZ as of Q1 2025.

Sandy Spring Bank reported no remaining Destiny Tech100 position as of Q1 2025 after selling out during the quarter.
Sandy Spring Bank sold 607 Destiny Tech100 shares in Q1 2025, an estimated $35.7K.
Sandy Spring Bank first reported a position in Destiny Tech100 in Q4 2024 and held it in 1 quarter.
Sandy Spring Bank's Destiny Tech100 position peaked at $35.7K in Q4 2024.
48 funds tracked by Wall St. Rank held Destiny Tech100 as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.