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Source Financial Advisors’s Domo DOMO Stock Holding History

Source Financial Advisors’s Portfolio DOMO Stock Details DOMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,963
Closed -$200K – 111
2022
Q1 		$200K Buy
+3,963
New +$180K 0.06% 111
2021
Q4 		– Sell
-3,963
Closed -$335K – 109
2021
Q3 		$335K Hold
3,963
– – 0.09% 86
2021
Q2 		$320K Hold
3,963
– – 0.08% 86
2021
Q1 		$223K Hold
3,963
– – 0.06% 102
2020
Q4 		$253K Buy
+3,963
New +$171K 0.07% 96

Other funds holding DOMO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $2.67B AUM 169.09% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Source Financial Advisors's DOMO Position: Q2 2022 in Review

Source Financial Advisors sold out of Domo (DOMO) in Q2 2022, closing a stake of 3,963 shares — an estimated $200K sold.

Source Financial Advisors first reported a position in DOMO in Q4 2020 and held it in 5 quarters. The position peaked at $335K in Q3 2021. 156 funds tracked by Wall St. Rank hold DOMO as of Q2 2022.

  • Source Financial Advisors reported no remaining Domo position as of Q2 2022 after selling out during the quarter.
  • Source Financial Advisors sold 3,963 Domo shares in Q2 2022, an estimated $200K.
  • Source Financial Advisors first reported a position in Domo in Q4 2020 and held it in 5 quarters.
  • Source Financial Advisors's Domo position peaked at $335K in Q3 2021.
  • 156 funds tracked by Wall St. Rank held Domo as of Q2 2022.

Based on Source Financial Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.