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Schubert & Co’s Trump Media & Technology Group DJT Stock Holding History

Schubert & Co’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
2023
Q2 		– Sell
-129
Closed -$1.81K – 1578
2023
Q1 		$1.81K Hold
129
– – ﹤0.01% 959
2022
Q4 		$1.94K Hold
129
– – ﹤0.01% 892
2022
Q3 		$2K Hold
129
– – ﹤0.01% 952
2022
Q2 		$3K Hold
129
– – ﹤0.01% 682
2022
Q1 		$8K Hold
129
– – 0.01% 127
2021
Q4 		$7K Buy
+129
New +$5.84K 0.01% 114

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Parallax Volatility Advisers
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MC
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Simplex Trading
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Schubert & Co's DJT Position: Q2 2023 in Review

Schubert & Co sold out of Trump Media & Technology Group (DJT) in Q2 2023, closing a stake of 129 shares — an estimated $1.81K sold.

Schubert & Co first reported a position in DJT in Q4 2021 and held it in 6 quarters. The position peaked at $8K in Q1 2022. 131 funds tracked by Wall St. Rank hold DJT as of Q2 2023.

  • Schubert & Co reported no remaining Trump Media & Technology Group position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 129 Trump Media & Technology Group shares in Q2 2023, an estimated $1.81K.
  • Schubert & Co first reported a position in Trump Media & Technology Group in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Trump Media & Technology Group position peaked at $8K in Q1 2022.
  • 131 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.