SSWM
DFSC

Sheets Smith Wealth Management’s DEFSEC Technologies DFSC Stock Holding History

Sheets Smith Wealth Management’s Portfolio DFSC Stock Details DFSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-167
Closed -$5.39K – 386
2024
Q3 		$5.39K Hold
167
– – ﹤0.01% 373
2024
Q2 		$16.2K Hold
167
– – ﹤0.01% 374
2024
Q1 		$43.8K Hold
167
– – ﹤0.01% 373
2023
Q4 		$29.5K Hold
167
– – ﹤0.01% 347
2023
Q3 		$54.3K Hold
167
– – 0.01% 382
2023
Q2 		$113K Hold
167
– – 0.02% 320
2023
Q1 		$93.8K Hold
167
– – 0.01% 310
2022
Q4 		$90.3K Buy
+167
New +$95.6K 0.01% 301

Other funds holding DFSC

VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Sheets Smith Wealth Management's DFSC Position: Q4 2024 in Review

Sheets Smith Wealth Management sold out of DEFSEC Technologies (DFSC) in Q4 2024, closing a stake of 167 shares — an estimated $5.39K sold.

Sheets Smith Wealth Management first reported a position in DFSC in Q4 2022 and held it in 8 quarters. The position peaked at $113K in Q2 2023. 7 funds tracked by Wall St. Rank hold DFSC as of Q4 2024.

  • Sheets Smith Wealth Management reported no remaining DEFSEC Technologies position as of Q4 2024 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 167 DEFSEC Technologies shares in Q4 2024, an estimated $5.39K.
  • Sheets Smith Wealth Management first reported a position in DEFSEC Technologies in Q4 2022 and held it in 8 quarters.
  • Sheets Smith Wealth Management's DEFSEC Technologies position peaked at $113K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held DEFSEC Technologies as of Q4 2024.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.