SWP
AD

Significant Wealth Partners’s Array Digital Infrastructure AD Stock Holding History

Significant Wealth Partners’s Portfolio AD Stock Details AD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,182
Closed -$309K – 111
2025
Q3 		$309K Sell
6,182
-40,000
-87% -$2.48M 0.15% 71
2025
Q2 		$2.95M Hold
46,182
– – 1.45% 4
2025
Q1 		$3.19M Hold
46,182
– – 1.64% 3
2024
Q4 		$2.9M Hold
46,182
– – 1.5% 3
2024
Q3 		$2.52M Hold
46,182
– – 1.31% 2
2024
Q2 		$2.58M Hold
46,182
– – 1.45% 2
2024
Q1 		$1.69M Hold
46,182
– – 1.11% 30
2023
Q4 		$1.92M Buy
+46,182
New +$1.96M 1.4% 18

Other funds holding AD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return