Smith Salley Wealth Management’s Ginkgo Bioworks DNA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,350
Closed -$18.1K 242
2024
Q2
$18.1K Hold
1,350
﹤0.01% 225
2024
Q1
$62.6K Buy
1,350
+750
+125% +$38.8K ﹤0.01% 222
2023
Q4
$40.6K Buy
600
+300
+100% +$18.4K ﹤0.01% 242
2023
Q3
$21.7K Buy
+300
New +$24K ﹤0.01% 228

Other funds holding DNA

Smith Salley Wealth Management's DNA Position: Q3 2024 in Review

Smith Salley Wealth Management sold out of Ginkgo Bioworks (DNA) in Q3 2024, closing a stake of 1,350 shares — an estimated $18.1K sold.

Smith Salley Wealth Management first reported a position in DNA in Q3 2023 and held it in 4 quarters. The position peaked at $62.6K in Q1 2024. 159 funds tracked by Wall St. Rank hold DNA as of Q3 2024.

  • Smith Salley Wealth Management reported no remaining Ginkgo Bioworks position as of Q3 2024 after selling out during the quarter.
  • Smith Salley Wealth Management sold 1,350 Ginkgo Bioworks shares in Q3 2024, an estimated $18.1K.
  • Smith Salley Wealth Management first reported a position in Ginkgo Bioworks in Q3 2023 and held it in 4 quarters.
  • Smith Salley Wealth Management's Ginkgo Bioworks position peaked at $62.6K in Q1 2024.
  • 159 funds tracked by Wall St. Rank held Ginkgo Bioworks as of Q3 2024.

Based on Smith Salley Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.