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SOA Wealth Advisors’s Dycom Industries DY Stock Holding History

SOA Wealth Advisors’s Portfolio DY Stock Details DY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-200
Closed -$39.4K – 883
2024
Q3 		$39.4K Buy
+200
New +$36.1K 0.01% 358

Other funds holding DY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SOA Wealth Advisors's DY Position: Q4 2024 in Review

SOA Wealth Advisors sold out of Dycom Industries (DY) in Q4 2024, closing a stake of 200 shares — an estimated $39.4K sold.

SOA Wealth Advisors first reported a position in DY in Q3 2024 and held it in 1 quarter. The position peaked at $39.4K in Q3 2024. 346 funds tracked by Wall St. Rank hold DY as of Q4 2024.

  • SOA Wealth Advisors reported no remaining Dycom Industries position as of Q4 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 200 Dycom Industries shares in Q4 2024, an estimated $39.4K.
  • SOA Wealth Advisors first reported a position in Dycom Industries in Q3 2024 and held it in 1 quarter.
  • SOA Wealth Advisors's Dycom Industries position peaked at $39.4K in Q3 2024.
  • 346 funds tracked by Wall St. Rank held Dycom Industries as of Q4 2024.

Based on SOA Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.