SWM
DSS icon

Selective Wealth Management’s DSS Inc DSS Stock Holding History

Selective Wealth Management’s Portfolio DSS Stock Details DSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-27
Closed – – 263
2022
Q3 		$0 Hold
27
– – ﹤0.01% 781
2022
Q2 		$0 Hold
27
– – ﹤0.01% 776
2022
Q1 		$0 Hold
27
– – ﹤0.01% 743
2021
Q4 		$0 Hold
27
– – ﹤0.01% 671
2021
Q3 		$1K Hold
27
– – ﹤0.01% 555
2021
Q2 		$1K Buy
+27
New +$1.38K ﹤0.01% 473

Other funds holding DSS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

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

Selective Wealth Management sold out of DSS Inc (DSS) in Q4 2022, closing a stake of 27 shares.

Selective Wealth Management first reported a position in DSS in Q2 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2021. 22 funds tracked by Wall St. Rank hold DSS as of Q4 2022.

  • Selective Wealth Management reported no remaining DSS Inc position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 27 DSS Inc shares in Q4 2022.
  • Selective Wealth Management first reported a position in DSS Inc in Q2 2021 and held it in 6 quarters.
  • Selective Wealth Management's DSS Inc position peaked at $1K in Q3 2021.
  • 22 funds tracked by Wall St. Rank held DSS Inc as of Q4 2022.

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