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Selective Wealth Management’s Trump Media & Technology Group DJT Stock Holding History

Selective Wealth 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
2022
Q4 		– Sell
-545
Closed -$9K – 759
2022
Q3 		$9K Sell
545
-195
-26% -$5.14K ﹤0.01% 538
2022
Q2 		$18K Buy
740
+420
+131% +$17.5K 0.01% 484
2022
Q1 		$21K Buy
320
+220
+220% +$16.6K 0.01% 442
2021
Q4 		$5K Buy
+100
New +$4.52K ﹤0.01% 561

Other funds holding DJT

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Selective Wealth Management's DJT Position: Q4 2022 in Review

Selective Wealth Management sold out of Trump Media & Technology Group (DJT) in Q4 2022, closing a stake of 545 shares — an estimated $9K sold.

Selective Wealth Management first reported a position in DJT in Q4 2021 and held it in 4 quarters. The position peaked at $21K in Q1 2022. 151 funds tracked by Wall St. Rank hold DJT as of Q4 2022.

  • Selective Wealth Management reported no remaining Trump Media & Technology Group position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 545 Trump Media & Technology Group shares in Q4 2022, an estimated $9K.
  • Selective Wealth Management first reported a position in Trump Media & Technology Group in Q4 2021 and held it in 4 quarters.
  • Selective Wealth Management's Trump Media & Technology Group position peaked at $21K in Q1 2022.
  • 151 funds tracked by Wall St. Rank held Trump Media & Technology Group as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.