Simplicity Wealth’s Douglas Elliman DOUG Stock Holding History

Simplicity Wealth’s Portfolio DOUG Stock Details DOUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-10,888	Closed	-$17.2K	–	1259
2024 Q1	$17.2K	Buy	+10,888	New	+$22.3K	﹤0.01%	1171

Other funds holding DOUG

Clearline Capital New York $1.93B AUM 38.13% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

MCM

Moerus Capital Management New York $271M AUM 58.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Simplicity Wealth's DOUG Position: Q2 2024 in Review

Simplicity Wealth sold out of Douglas Elliman (DOUG) in Q2 2024, closing a stake of 10,888 shares — an estimated $17.2K sold.

Simplicity Wealth first reported a position in DOUG in Q1 2024 and held it in 1 quarter. The position peaked at $17.2K in Q1 2024. 121 funds tracked by Wall St. Rank hold DOUG as of Q2 2024.

Simplicity Wealth reported no remaining Douglas Elliman position as of Q2 2024 after selling out during the quarter.
Simplicity Wealth sold 10,888 Douglas Elliman shares in Q2 2024, an estimated $17.2K.
Simplicity Wealth first reported a position in Douglas Elliman in Q1 2024 and held it in 1 quarter.
Simplicity Wealth's Douglas Elliman position peaked at $17.2K in Q1 2024.
121 funds tracked by Wall St. Rank held Douglas Elliman as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.